Financial Partners Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History

Financial Partners Capital Management LLC

$449 Billion
Q4 2022

A detailed history of Financial Partners Capital Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Partners Capital Management LLC holds 44,632 shares of SCHD stock, worth $1.24 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

44,632

Holding current value

$1.24 Million

% of portfolio

0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $3 Million - $3.53 Million	44,632 New	44,632 $3.37 Billion
Q3 2022 Feb 27, 2023	BUY	$66.43 - $77.87 $73,338 - $85,968	1,104 Added 2.71%	41,914 $0
Q2 2022 Feb 27, 2023	BUY	$70.31 - $80.24 $47,881 - $54,643	681 Added 1.7%	40,810 $0
Q1 2022 Feb 27, 2023	SELL	$75.14 - $81.94 $338,355 - $368,975	-4,503 Reduced 10.09%	40,129 $0
Q4 2021 Feb 27, 2023	BUY	$74.93 - $80.86 $1 Million - $1.08 Million	13,391 Added 75.26%	31,184 $0
Q3 2021 Feb 27, 2023	BUY	$74.23 - $78.13 $634,889 - $668,245	8,553 Added 92.56%	17,793 $0
Q2 2021 Feb 27, 2023	SELL	$73.32 - $77.65 $2.59 Million - $2.75 Million	-35,392 Reduced 79.3%	9,240 $0

Others Institutions Holding SCHD

# of Institutions

1,890

Shares Held

619M

Call Options Held

3.32M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Capital Management LLC with notifications on news.

Account

Financial Partners Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History