A detailed history of United Bank transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, United Bank holds 61,030 shares of SCHD stock, worth $1.65 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
61,030
Previous 61,839 1.31%
Holding current value
$1.65 Million
Previous $4.81 Million 7.28%
% of portfolio
2.39%
Previous 2.41%

Shares

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

Nov 01, 2024

SELL
$77.02 - $85.06 $62,309 - $68,813
-809 Reduced 1.31%
61,030 $5.16 Million
Q2 2024

Jul 23, 2024

BUY
$75.81 - $80.15 $142,446 - $150,601
1,879 Added 3.13%
61,839 $4.81 Million
Q1 2024

May 10, 2024

BUY
$75.25 - $80.63 $451,876 - $484,183
6,005 Added 11.13%
59,960 $4.83 Million
Q4 2023

Feb 13, 2024

BUY
$66.9 - $76.32 $53,720 - $61,284
803 Added 1.51%
53,955 $4.11 Million
Q3 2023

Oct 27, 2023

BUY
$70.63 - $75.66 $216,834 - $232,276
3,070 Added 6.13%
53,152 $3.76 Million
Q2 2023

Aug 07, 2023

BUY
$69.18 - $73.94 $59,010 - $63,070
853 Added 1.73%
50,082 $3.64 Million
Q1 2023

May 12, 2023

BUY
$70.28 - $78.03 $57,137 - $63,438
813 Added 1.68%
49,229 $3.6 Million
Q4 2022

Feb 10, 2023

BUY
$67.16 - $79.06 $16,521 - $19,448
246 Added 0.51%
48,416 $3.66 Million
Q3 2022

Nov 10, 2022

BUY
$66.43 - $77.87 $69,286 - $81,218
1,043 Added 2.21%
48,170 $3.2 Million
Q2 2022

Aug 05, 2022

SELL
$70.31 - $80.24 $15,397 - $17,572
-219 Reduced 0.46%
47,127 $3.38 Million
Q1 2022

May 09, 2022

BUY
$75.14 - $81.94 $252,244 - $275,072
3,357 Added 7.63%
47,346 $3.74 Million
Q4 2021

Feb 11, 2022

SELL
$74.93 - $80.86 $282,036 - $304,357
-3,764 Reduced 7.88%
43,989 $3.56 Million
Q3 2021

Nov 12, 2021

BUY
$74.23 - $78.13 $3.54 Million - $3.73 Million
47,753 New
47,753 $3.55 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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