Trademark Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Trademark Financial Management, LLC

  • $123 Billion
  • Q2 2024

A detailed history of Trademark Financial Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Trademark Financial Management, LLC holds 4,251 shares of SCHD stock, worth $359,847. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,251
Previous 20,252 79.01%
Holding current value
$359,847
Previous $1.63 Billion 79.76%
% of portfolio
0.27%
Previous 1.35%

Shares

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

Jul 30, 2024
SELL
$75.81 - $80.15 $1.21 Million - $1.28 Million
-16,001 Reduced 79.01%
4,251 $331 Million
Q1 2024

May 07, 2024
SELL
$75.25 - $80.63 $100,458 - $107,641
-1,335 Reduced 6.18%
20,252 $1.63 Billion
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $1.44 Million - $1.65 Million
21,587 New
21,587 $1.64 Billion

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
274M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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