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

Verus Financial Partners, Inc.

$914 Million
Q3 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 320,617 shares of SCHD stock, worth $9.18 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

320,617

Previous 314,126 2.07%

Holding current value

$9.18 Million

Previous $24.4 Million 10.95%

% of portfolio

2.96%

Previous 2.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$77.02 - $85.06 $499,936 - $552,124	6,491 Added 2.07%	320,617 $27.1 Million
Q2 2024 Aug 05, 2024	BUY	$75.81 - $80.15 $1.42 Million - $1.51 Million	18,793 Added 6.36%	314,126 $24.4 Million
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	$67.16 - $79.06 $3.09 Million - $3.64 Million	46,039 New	46,039 $3.48 Million

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

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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