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

Walker Financial Services, Inc.

$122 Billion
Q1 2024

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 324,280 shares of SCHD stock, worth $25.1 Million. This represents 21.48% of its overall portfolio holdings.

Number of Shares

324,280

Previous 297,474 9.01%

Holding current value

$25.1 Million

Previous $22.6 Billion 15.45%

% of portfolio

21.48%

Previous 23.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-1,893 Reduced 0.68%	275,600 $18.3 Billion
Q2 2022 Jun 06, 2023	BUY	N/A	7,758 Added 2.88%	277,493 $19.9 Billion
Q1 2022 Jun 06, 2023	BUY	N/A	4,707 Added 1.78%	269,735 $21.3 Billion

Others Institutions Holding SCHD

# of Institutions

1,641

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

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