A detailed history of Zacks Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zacks Investment Management holds 7,082 shares of SCHD stock, worth $191,780. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,082
Previous 6,010 17.84%
Holding current value
$191,780
Previous $467,000 28.05%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$77.02 - $85.06 $82,565 - $91,184
1,072 Added 17.84%
7,082 $598,000
Q2 2024

Aug 14, 2024

BUY
$75.81 - $80.15 $125,617 - $132,808
1,657 Added 38.07%
6,010 $467,000
Q1 2024

May 15, 2024

SELL
$75.25 - $80.63 $247,572 - $265,272
-3,290 Reduced 43.05%
4,353 $350,000
Q4 2023

Feb 14, 2024

BUY
$66.9 - $76.32 $250,875 - $286,200
3,750 Added 96.33%
7,643 $581,000
Q3 2023

Nov 14, 2023

BUY
$70.63 - $75.66 $15,609 - $16,720
221 Added 6.02%
3,893 $275,000
Q2 2023

Aug 14, 2023

SELL
$69.18 - $73.94 $195,917 - $209,398
-2,832 Reduced 43.54%
3,672 $266,000
Q1 2023

May 15, 2023

BUY
$70.28 - $78.03 $30,712 - $34,099
437 Added 7.2%
6,504 $475,000
Q4 2022

Feb 14, 2023

SELL
$67.16 - $79.06 $25,185 - $29,647
-375 Reduced 5.82%
6,067 $458,000
Q3 2022

Nov 14, 2022

BUY
$66.43 - $77.87 $224,865 - $263,589
3,385 Added 110.73%
6,442 $428,000
Q2 2022

Aug 15, 2022

SELL
$70.31 - $80.24 $210,015 - $239,676
-2,987 Reduced 49.42%
3,057 $219,000
Q1 2022

May 13, 2022

SELL
$75.14 - $81.94 $40,650 - $44,329
-541 Reduced 8.22%
6,044 $477,000
Q4 2021

Feb 15, 2022

BUY
$74.93 - $80.86 $72,532 - $78,272
968 Added 17.23%
6,585 $532,000
Q1 2021

May 17, 2021

SELL
$63.23 - $73.67 $210,998 - $245,836
-3,337 Reduced 37.27%
5,617 $410,000
Q4 2020

Feb 16, 2021

BUY
$54.8 - $65.16 $131,300 - $156,123
2,396 Added 36.54%
8,954 $574,000
Q3 2020

Nov 16, 2020

BUY
$50.37 - $58.54 $1,057 - $1,229
21 Added 0.32%
6,558 $363,000
Q2 2020

Aug 14, 2020

BUY
$43.56 - $56.5 $284,751 - $369,340
6,537 New
6,537 $338,000
Q1 2020

May 15, 2020

SELL
$39.5 - $59.28 $296,092 - $444,362
-7,496 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$52.87 - $58.15 $396,313 - $435,892
7,496 New
7,496 $434,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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