A detailed history of Weaver Consulting Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Weaver Consulting Group holds 31,704 shares of SCHD stock, worth $913,709. This represents 0.93% of its overall portfolio holdings.

Number of Shares
31,704
Previous 31,203 1.61%
Holding current value
$913,709
Previous $2.52 Million 1.99%
% of portfolio
0.93%
Previous 0.99%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$75.81 - $80.15 $37,980 - $40,155
501 Added 1.61%
31,704 $2.47 Million
Q1 2024

Apr 16, 2024

BUY
$75.25 - $80.63 $382,796 - $410,164
5,087 Added 19.48%
31,203 $2.52 Million
Q4 2023

Jan 22, 2024

BUY
$66.9 - $76.32 $181,299 - $206,827
2,710 Added 11.58%
26,116 $1.99 Million
Q2 2023

Jul 19, 2023

SELL
$69.18 - $73.94 $567,621 - $606,677
-8,205 Reduced 25.96%
23,406 $1.7 Million
Q1 2023

Apr 11, 2023

SELL
$70.28 - $78.03 $37,318 - $41,433
-531 Reduced 1.65%
31,611 $2.31 Million
Q4 2022

Jan 09, 2023

SELL
$67.16 - $79.06 $16,051 - $18,895
-239 Reduced 0.74%
32,142 $0
Q2 2022

Jul 20, 2022

SELL
$70.31 - $80.24 $33,116 - $37,793
-471 Reduced 1.43%
32,381 $2.32 Million
Q4 2021

Feb 01, 2022

SELL
$74.93 - $80.86 $7,493 - $8,086
-100 Reduced 0.3%
32,852 $2.66 Million
Q2 2021

Jul 06, 2021

SELL
$73.32 - $77.65 $80,651 - $85,415
-1,100 Reduced 3.23%
32,952 $2.49 Million
Q1 2021

Apr 07, 2021

BUY
$63.23 - $73.67 $98,006 - $114,188
1,550 Added 4.77%
34,052 $2.48 Million
Q4 2020

Jan 29, 2021

BUY
$54.8 - $65.16 $688,836 - $819,061
12,570 Added 63.06%
32,502 $2.09 Million
Q1 2020

Apr 28, 2020

SELL
$39.5 - $59.28 $15,602 - $23,415
-395 Reduced 1.94%
19,932 $897,000
Q3 2019

Nov 22, 2019

BUY
$54.39 - $55.76 $70,707 - $72,488
1,300 Added 6.83%
20,327 $1.11 Million
Q1 2019

Jun 19, 2019

BUY
N/A
19,027 New
19,027 $1 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Weaver Consulting Group Portfolio

Follow Weaver Consulting Group 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 Weaver Consulting Group, based on Form 13F filings with the SEC.

News

Stay updated on Weaver Consulting Group with notifications on news.