Veritable, L.P. Schwab Strategic Tr Us Dividen Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $1.55 Million - $1.65 Million	22,375 Added 8.08%	299,132 $21.7 Million
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $8.28 Million - $9.19 Million	117,810 Added 74.12%	276,757 $20.2 Million
Q4 2022 Feb 14, 2023	SELL	$67.16 - $79.06 $2.69 Million - $3.16 Million	-40,000 Reduced 20.11%	158,947 $12 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $2.75 Million - $3.23 Million	41,440 Added 26.31%	198,947 $13.2 Million
Q2 2022 Aug 15, 2022	BUY	$70.31 - $80.24 $687,631 - $784,747	9,780 Added 6.62%	157,507 $11.3 Million
Q1 2022 May 11, 2022	SELL	$75.14 - $81.94 $3.71 Million - $4.05 Million	-49,419 Reduced 25.07%	147,727 $11.7 Million
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $5.28 Million - $5.69 Million	70,414 Added 55.56%	197,146 $15.9 Million
Q3 2021 Nov 15, 2021	BUY	$74.23 - $78.13 $2.49 Million - $2.62 Million	33,520 Added 35.96%	126,732 $9.41 Million
Q3 2020 Nov 13, 2020	SELL	$50.37 - $58.54 $1.06 Million - $1.23 Million	-20,965 Reduced 18.36%	93,212 $5.16 Million
Q2 2020 Aug 14, 2020	BUY	$43.56 - $56.5 $221,720 - $287,585	5,090 Added 4.67%	114,177 $5.91 Million
Q1 2020 May 13, 2020	BUY	$39.5 - $59.28 $4.31 Million - $6.47 Million	109,087 New	109,087 $4.91 Million

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

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