Toth Financial Advisory Corp Schwab Strategic Tr Us Dividen Transaction History

Toth Financial Advisory Corp

  • $783 Million
  • Q1 2024

A detailed history of Toth Financial Advisory Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Toth Financial Advisory Corp holds 2,575 shares of SCHD stock, worth $198,506. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,575
Previous 2,469 4.29%
Holding current value
$198,506
Previous $187,000 10.7%
% of portfolio
0.03%
Previous 0.03%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$75.25 - $80.63 $7,976 - $8,546
106 Added 4.29%
2,575 $207,000
Q4 2023

Jan 26, 2024
SELL
$66.9 - $76.32 $7,492 - $8,547
-112 Reduced 4.34%
2,469 $187,000
Q3 2023

Oct 12, 2023
BUY
$70.63 - $75.66 $15,397 - $16,493
218 Added 9.23%
2,581 $182,000
Q2 2023

Jul 24, 2023
BUY
$69.18 - $73.94 $9,892 - $10,573
143 Added 6.44%
2,363 $171,000
Q1 2023

Apr 24, 2023
BUY
$70.28 - $78.03 $1,757 - $1,950
25 Added 1.14%
2,220 $162,000
Q4 2022

Jan 24, 2023
BUY
$73.08 - $79.06 $7,308 - $7,906
100 Added 4.77%
2,195 $0
Q3 2022

Oct 14, 2022
BUY
N/A
178 Added 9.29%
2,095 $139,000
Q2 2022

Jul 25, 2022
BUY
N/A
298 Added 18.41%
1,917 $137,000
Q1 2022

Apr 26, 2022
BUY
N/A
184 Added 12.82%
1,619 $128,000
Q4 2021

Jan 31, 2022
BUY
N/A
15 Added 1.06%
1,435 $116,000
Q3 2021

Oct 20, 2021
BUY
N/A
887 Added 166.42%
1,420 $105,000
Q2 2021

Jul 26, 2021
BUY
N/A
144 Added 37.02%
533 $40,000
Q1 2021

Apr 20, 2021
SELL
N/A
-2 Reduced 0.51%
389 $28,000
Q3 2020

Oct 16, 2020
BUY
N/A
100 Added 34.36%
391 $22,000
Q2 2020

Jul 14, 2020
BUY
N/A
251 Added 627.5%
291 $0
Q1 2020

Apr 20, 2020
SELL
N/A
-5,566 Reduced 99.29%
40 $0
Q4 2019

Jan 27, 2020
SELL
N/A
-78 Reduced 1.37%
5,606 $325,000
Q3 2019

Oct 15, 2019
SELL
N/A
-586 Reduced 9.35%
5,684 $311,000
Q2 2019

Jul 17, 2019
SELL
N/A
-785 Reduced 11.13%
6,270 $333,000
Q1 2019

Apr 15, 2019
SELL
N/A
-264 Reduced 3.61%
7,055 $369,000
Q4 2018

Jan 22, 2019
SELL
N/A
-665 Reduced 8.33%
7,319 $344,000
Q3 2018

Oct 15, 2018
SELL
N/A
-1,794 Reduced 18.35%
7,984 $423,000
Q2 2018

Jul 23, 2018
SELL
N/A
-1,460 Reduced 12.99%
9,778 $482,000
Q1 2018

Apr 25, 2018
SELL
N/A
-1,458 Reduced 11.48%
11,238 $551,000
Q4 2017

Feb 06, 2018
SELL
N/A
-559 Reduced 4.22%
12,696 $650,000
Q3 2017

Oct 11, 2017
BUY
N/A
13,255
13,255 $620,000

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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