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 $858,544. This represents 0.93% of its overall portfolio holdings.

Number of Shares
31,704
Previous 31,704 -0.0%
Holding current value
$858,544
Previous $2.47 Million 8.68%
% of portfolio
0.93%
Previous 0.93%

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


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