Verus Financial Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History

Verus Financial Partners, Inc.

$852 Million
Q1 2024

A detailed history of Verus Financial Partners, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Verus Financial Partners, Inc. holds 295,333 shares of SCHD stock, worth $22.8 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

295,333

Previous 284,783 3.7%

Holding current value

$22.8 Million

Previous $21.7 Million 9.83%

% of portfolio

2.8%

Previous 2.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $793,887 - $850,646	10,550 Added 3.7%	295,333 $23.8 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $519,545 - $592,701	7,766 Added 2.8%	284,783 $21.7 Million
Q3 2023 Oct 23, 2023	BUY	$70.63 - $75.66 $7.13 Million - $7.64 Million	100,933 Added 57.32%	277,017 $19.6 Million
Q2 2023 Jul 27, 2023	BUY	$69.18 - $73.94 $6.61 Million - $7.06 Million	95,511 Added 118.54%	176,084 $12.8 Million
Q1 2023 May 05, 2023	BUY	$70.28 - $78.03 $2.43 Million - $2.69 Million	34,534 Added 75.01%	80,573 $5.89 Million

Q4 2022 Feb 01, 2023	BUY	$73.08 - $79.06 $3.36 Million - $3.64 Million	46,039 New	46,039 $3.48 Million

Others Institutions Holding SCHD

# of Institutions

1,647

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

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About SCHWAB STRATEGIC TR US DIVIDEN

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Verus Financial Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History