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

Walker Financial Services, Inc.

$148 Billion
Q3 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 386,942 shares of SCHD stock, worth $10.9 Million. This represents 22.12% of its overall portfolio holdings.

Number of Shares

386,942

Previous 354,217 9.24%

Holding current value

$10.9 Million

Previous $27.5 Billion 18.75%

% of portfolio

22.12%

Previous 21.53%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,706

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

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About SCHWAB STRATEGIC TR US DIVIDEN

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