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

Weitzel Financial Services, Inc.

  • $213 Million
  • Q1 2025

A detailed history of Weitzel Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 594,173 shares of SCHD stock, worth $16 Million. This represents 7.79% of its overall portfolio holdings.

Number of Shares
594,173
Previous 600,291 1.02%
Holding current value
$16 Million
Previous $16.4 Million 1.3%
% of portfolio
7.79%
Previous 7.77%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $165,247 - $174,607
-6,118 Reduced 1.02%
594,173 $16.6 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $11 Million - $34.7 Million
408,224 Added 212.54%
600,291 $16.4 Million
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $557,008 - $615,153
7,232 Added 3.91%
192,067 $16.2 Million
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $291,110 - $307,776
3,840 Added 2.12%
184,835 $14.4 Million
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $1.38 Million - $1.48 Million
18,359 Added 11.29%
180,995 $14.6 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $186,316 - $212,551
2,785 Added 1.74%
162,636 $12.4 Million
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $10.6 Million - $11.4 Million
150,717 Added 1650.07%
159,851 $11.3 Million
Q2 2023

Jul 07, 2023
BUY
$69.18 - $73.94 $414,664 - $443,196
5,994 Added 190.89%
9,134 $663,000
Q1 2023

Apr 05, 2023
BUY
$70.28 - $78.03 $220,679 - $245,014
3,140 New
3,140 $229,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Weitzel Financial Services, Inc. Portfolio

Follow Weitzel Financial Services, Inc. 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 Weitzel Financial Services, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email