Walker Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Walker Financial Services, Inc.

$191 Billion
Q1 2025

A detailed history of Walker Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Walker Financial Services, Inc. holds 1,408,378 shares of SCHD stock, worth $37.6 Million. This represents 20.64% of its overall portfolio holdings.

Number of Shares

1,408,378

Previous 1,307,997 7.67%

Holding current value

$37.6 Million

Previous $35.7 Billion 10.2%

% of portfolio

20.64%

Previous 20.77%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$27.01 - $28.54 $2.71 Million - $2.86 Million	100,381 Added 7.67%	1,408,378 $39.4 Billion
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $24.8 Million - $78.2 Million	921,055 Added 238.03%	1,307,997 $35.7 Billion
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $2.52 Million - $2.78 Million	32,725 Added 9.24%	386,942 $32.7 Billion
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $2.27 Million - $2.4 Million	29,937 Added 9.23%	354,217 $27.5 Billion
Q1 2024 Apr 11, 2024	BUY	$75.25 - $80.63 $2.02 Million - $2.16 Million	26,806 Added 9.01%	324,280 $26.1 Billion
Q4 2023 Jan 09, 2024	SELL	$66.9 - $76.32 $1.4 Million - $1.6 Million	-20,910 Reduced 6.57%	297,474 $22.6 Billion
Q3 2023 Oct 11, 2023	BUY	$70.63 - $75.66 $2.39 Million - $2.56 Million	33,860 Added 11.9%	318,384 $22.5 Billion
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $1.35 Million - $1.44 Million	19,496 Added 7.36%	284,524 $20.7 Billion
Q1 2023 May 10, 2023	BUY	$70.28 - $78.03 $18.6 Million - $20.7 Million	265,028 New	265,028 $19.4 Billion
Q3 2022 Jun 06, 2023	SELL	$66.43 - $77.87 $125,751 - $147,407	-1,893 Reduced 0.68%	275,600 $18.3 Billion
Q2 2022 Jun 06, 2023	BUY	$70.31 - $80.24 $545,464 - $622,501	7,758 Added 2.88%	277,493 $19.9 Billion
Q1 2022 Jun 06, 2023	BUY	$75.14 - $81.94 $353,683 - $385,691	4,707 Added 1.78%	269,735 $21.3 Billion

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walker Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Walker Financial Services, Inc. with notifications on news.

Account

Walker Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History