Welch & Forbes LLC Schwab Strategic Tr Us Dividen Transaction History

Welch & Forbes LLC

  • $7.18 Billion
  • Q1 2024

A detailed history of Welch & Forbes LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Welch & Forbes LLC holds 31,170 shares of SCHD stock, worth $2.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,170
Previous 30,759 1.34%
Holding current value
$2.42 Million
Previous $2.34 Million 7.35%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $30,927 - $33,138
411 Added 1.34%
31,170 $2.51 Million
Q2 2023

Jul 28, 2023
SELL
$69.18 - $73.94 $50,363 - $53,828
-728 Reduced 2.31%
30,759 $2.23 Million
Q1 2022

Apr 25, 2022
BUY
N/A
6,740 Added 27.24%
31,487 $2.48 Million
Q4 2021

Jan 19, 2022
BUY
N/A
3,277 Added 15.26%
24,747 $2 Million
Q2 2021

Jul 22, 2021
BUY
N/A
8,620 Added 67.08%
21,470 $1.62 Million
Q2 2019

Jul 12, 2019
BUY
N/A
65 Added 0.51%
12,850 $682,000
Q2 2018

Jul 16, 2018
BUY
N/A
2,685 Added 26.58%
12,785 $630,000
Q3 2017

Nov 13, 2017
BUY
N/A
10,100
10,100 $473,000

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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