York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 19,894 shares of SCHD stock, worth $1.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
19,894
Previous 18,668 6.57%
Holding current value
$1.55 Million
Previous $1.24 Million 21.13%
% of portfolio
0.38%
Previous 0.32%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$73.08 - $79.06 $89,596 - $96,927
1,226 Added 6.57%
19,894 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-2,085 Reduced 10.05%
18,668 $1.24 Million
Q2 2022

Jul 15, 2022
BUY
N/A
4,267 Added 25.88%
20,753 $1.49 Million
Q1 2022

Apr 15, 2022
BUY
N/A
524 Added 3.28%
16,486 $1.3 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,434 Added 9.87%
15,962 $1.29 Million
Q3 2021

Oct 22, 2021
BUY
N/A
398 Added 2.82%
14,528 $1.08 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-120 Reduced 0.84%
14,130 $1.07 Million
Q1 2021

Apr 15, 2021
BUY
N/A
874 Added 6.53%
14,250 $1.04 Million
Q4 2020

Jan 19, 2021
BUY
N/A
2,179 Added 19.46%
13,376 $858,000
Q3 2020

Oct 19, 2020
SELL
N/A
-78 Reduced 0.69%
11,197 $619,000
Q2 2020

Jul 20, 2020
SELL
N/A
-107 Reduced 0.94%
11,275 $583,000
Q1 2020

Apr 16, 2020
SELL
N/A
-1,181 Reduced 9.4%
11,382 $512,000
Q4 2019

Jan 17, 2020
BUY
N/A
315 Added 2.57%
12,563 $728,000
Q3 2019

Oct 21, 2019
BUY
N/A
168 Added 1.39%
12,248 $671,000
Q2 2019

Jul 18, 2019
SELL
N/A
-142 Reduced 1.16%
12,080 $641,000
Q1 2019

May 09, 2019
SELL
N/A
-449 Reduced 3.54%
12,222 $639,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,070 Added 19.53%
12,671 $595,000
Q3 2018

Nov 14, 2018
SELL
N/A
-149 Reduced 1.39%
10,601 $563,000
Q2 2018

Aug 10, 2018
BUY
N/A
1 Added 0.01%
10,750 $530,000
Q1 2018

May 15, 2018
SELL
N/A
-608 Reduced 5.35%
10,749 $529,000
Q4 2017

Feb 12, 2018
BUY
N/A
6,002 Added 112.08%
11,357 $567,000
Q3 2017

Oct 27, 2017
SELL
N/A
-1,930 Reduced 26.49%
5,355 $251,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,285
7,285 $329,000

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

SCHD Quotes by TradingView
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