Uma Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Uma Financial Services, Inc. holds 37,527 shares of SCHD stock, worth $3.04 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
37,527
Previous 38,041 1.35%
Holding current value
$3.04 Million
Previous $3.07 Million 4.86%
% of portfolio
0.57%
Previous 0.63%

Shares

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

Jul 17, 2024
SELL
$75.81 - $80.15 $38,966 - $41,197
-514 Reduced 1.35%
37,527 $2.92 Million
Q1 2024

Apr 17, 2024
SELL
$75.25 - $80.63 $10,384 - $11,126
-138 Reduced 0.36%
38,041 $3.07 Million
Q4 2023

Jan 23, 2024
SELL
$66.9 - $76.32 $55,928 - $63,803
-836 Reduced 2.14%
38,179 $2.91 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $19,070 - $20,428
270 Added 0.7%
39,015 $2.76 Million
Q2 2023

Jul 05, 2023
BUY
$69.18 - $73.94 $375,716 - $401,568
5,431 Added 16.3%
38,745 $2.81 Million
Q1 2023

Apr 20, 2023
SELL
$70.28 - $78.03 $59,246 - $65,779
-843 Reduced 2.47%
33,314 $2.44 Million
Q4 2022

Jan 25, 2023
BUY
$73.08 - $79.06 $226,255 - $244,769
3,096 Added 9.97%
34,157 $0
Q3 2022

Oct 06, 2022
BUY
N/A
2,829 Added 10.02%
31,061 $2.17 Million
Q2 2022

Aug 02, 2022
BUY
N/A
561 Added 2.03%
28,232 $2.1 Million
Q1 2022

May 05, 2022
BUY
N/A
2,074 Added 8.1%
27,671 $2.18 Million
Q4 2021

Jan 11, 2022
BUY
N/A
809 Added 3.26%
25,597 $2.09 Million
Q3 2021

Oct 19, 2021
BUY
N/A
2,725 Added 12.35%
24,788 $1.91 Million
Q2 2021

Jul 23, 2021
BUY
N/A
6,895 Added 45.46%
22,063 $1.66 Million
Q1 2021

Apr 06, 2021
BUY
N/A
2,497 Added 19.71%
15,168 $1.13 Million
Q4 2020

Feb 19, 2021
BUY
N/A
12,671 New
12,671 $852,000
Q1 2020

Apr 23, 2020
SELL
N/A
-8,131 Closed
0 $0
Q3 2019

Nov 26, 2019
BUY
N/A
8,131 New
8,131 $463,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
274M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email