A detailed history of Tompkins Financial Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tompkins Financial Corp holds 958 shares of SCHD stock, worth $25,942. This represents 0.01% of its overall portfolio holdings.

Number of Shares
958
Previous 958 -0.0%
Holding current value
$25,942
Previous $74,000 8.11%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$75.81 - $80.15 $39,269 - $41,517
-518 Reduced 35.09%
958 $74,000
Q1 2024

Apr 08, 2024

BUY
$75.25 - $80.63 $42,290 - $45,314
562 Added 61.49%
1,476 $119,000
Q4 2023

Jan 08, 2024

BUY
$66.9 - $76.32 $7,626 - $8,700
114 Added 14.25%
914 $69,000
Q3 2023

Nov 20, 2023

SELL
$70.63 - $75.66 $24,720 - $26,481
-350 Reduced 30.43%
800 $56,000
Q2 2023

Jul 12, 2023

BUY
$69.18 - $73.94 $6,918 - $7,394
100 Added 9.52%
1,150 $83,000
Q4 2022

Jan 06, 2023

SELL
$67.16 - $79.06 $51,175 - $60,243
-762 Reduced 42.05%
1,050 $79,000
Q3 2022

Oct 13, 2022

BUY
$66.43 - $77.87 $50,619 - $59,336
762 Added 72.57%
1,812 $121,000
Q1 2022

May 12, 2022

BUY
$75.14 - $81.94 $78,897 - $86,037
1,050 New
1,050 $83,000
Q4 2021

Jan 24, 2022

SELL
$74.93 - $80.86 $9,366 - $10,107
-125 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$74.23 - $78.13 $9,278 - $9,766
125 New
125 $9,000
Q3 2020

Oct 23, 2020

SELL
$50.37 - $58.54 $30,222 - $35,124
-600 Closed
0 $0
Q2 2020

Jul 29, 2020

BUY
$43.56 - $56.5 $26,136 - $33,900
600 New
600 $31,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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