Vital Stone Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vital Stone Financial, LLC holds 13,519 shares of SCHD stock, worth $366,094. This represents 0.81% of its overall portfolio holdings.

Number of Shares
13,519
Previous 14,453 6.46%
Holding current value
$366,094
Previous $1.12 Million 1.69%
% of portfolio
0.81%
Previous 0.84%

Shares

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

Oct 11, 2024
SELL
$77.02 - $85.06 $71,936 - $79,446
-934 Reduced 6.46%
13,519 $1.14 Million
Q2 2024

Aug 07, 2024
SELL
$75.81 - $80.15 $148,815 - $157,334
-1,963 Reduced 11.96%
14,453 $1.12 Million
Q1 2024

May 06, 2024
SELL
$75.25 - $80.63 $198,961 - $213,185
-2,644 Reduced 13.87%
16,416 $1.32 Million
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $34,319 - $39,152
-513 Reduced 2.62%
19,060 $1.45 Million
Q3 2023

Nov 15, 2023
SELL
$70.63 - $75.66 $1.35 Million - $1.45 Million
-19,104 Reduced 49.39%
19,573 $1.36 Million
Q2 2023

Aug 21, 2023
BUY
$69.18 - $73.94 $697,611 - $745,610
10,084 Added 35.27%
38,677 $2.84 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $1.31 Million - $1.46 Million
-18,695 Reduced 39.53%
28,593 $2.31 Million
Q4 2022

Jan 30, 2023
BUY
$67.16 - $79.06 $3.18 Million - $3.74 Million
47,288 New
47,288 $3.56 Billion

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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 Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email