A detailed history of Teamwork Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 21,060 shares of SCHD stock, worth $570,304. This represents 0.25% of its overall portfolio holdings.

Number of Shares
21,060
Previous 22,817 7.7%
Holding current value
$570,304
Previous $1.77 Million 0.34%
% of portfolio
0.25%
Previous 0.26%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$77.02 - $85.06 $135,324 - $149,450
-1,757 Reduced 7.7%
21,060 $1.78 Million
Q2 2024

Aug 06, 2024

SELL
$75.81 - $80.15 $4.36 Million - $4.61 Million
-57,514 Reduced 71.6%
22,817 $1.77 Million
Q1 2024

Apr 19, 2024

BUY
$75.25 - $80.63 $903,752 - $968,366
12,010 Added 17.58%
80,331 $6.48 Million
Q4 2023

Jan 19, 2024

BUY
$66.9 - $76.32 $16,791 - $19,156
251 Added 0.37%
68,321 $5.2 Million
Q3 2023

Oct 31, 2023

BUY
$70.63 - $75.66 $391,855 - $419,761
5,548 Added 8.87%
68,070 $4.82 Million
Q2 2023

Jul 17, 2023

BUY
$69.18 - $73.94 $143,133 - $152,981
2,069 Added 3.42%
62,522 $4.54 Million
Q1 2023

Apr 06, 2023

BUY
$70.28 - $78.03 $2.22 Million - $2.46 Million
31,571 Added 109.31%
60,453 $4.42 Million
Q4 2022

Jan 17, 2023

BUY
$67.16 - $79.06 $441,845 - $520,135
6,579 Added 29.5%
28,882 $0
Q3 2022

Oct 12, 2022

BUY
$66.43 - $77.87 $563,724 - $660,804
8,486 Added 61.42%
22,303 $1.48 Million
Q2 2022

Jul 22, 2022

BUY
$70.31 - $80.24 $70,661 - $80,641
1,005 Added 7.84%
13,817 $990,000
Q1 2022

Apr 18, 2022

SELL
$75.14 - $81.94 $1.67 Million - $1.83 Million
-22,279 Reduced 63.49%
12,812 $1.01 Million
Q4 2021

Jan 31, 2022

BUY
$74.93 - $80.86 $23,827 - $25,713
318 Added 0.91%
35,091 $2.84 Million
Q3 2021

Oct 13, 2021

SELL
$74.23 - $78.13 $35,036 - $36,877
-472 Reduced 1.34%
34,773 $2.58 Million
Q2 2021

Jul 13, 2021

BUY
$73.32 - $77.65 $36,293 - $38,436
495 Added 1.42%
35,245 $2.67 Million
Q1 2021

Apr 12, 2021

BUY
$63.23 - $73.67 $32,373 - $37,719
512 Added 1.5%
34,750 $2.53 Million
Q4 2020

Feb 08, 2021

BUY
$54.8 - $65.16 $25,646 - $30,494
468 Added 1.39%
34,238 $2.2 Million
Q3 2020

Oct 15, 2020

SELL
$50.37 - $58.54 $42,058 - $48,880
-835 Reduced 2.41%
33,770 $1.87 Million
Q2 2020

Jul 13, 2020

BUY
$43.56 - $56.5 $164,743 - $213,683
3,782 Added 12.27%
34,605 $1.79 Million
Q1 2020

May 04, 2020

BUY
$39.5 - $59.28 $719,453 - $1.08 Million
18,214 Added 144.45%
30,823 $1.39 Million
Q4 2019

Feb 13, 2020

BUY
$52.87 - $58.15 $666,637 - $733,213
12,609 New
12,609 $730,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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