A detailed history of Steele Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Steele Capital Management, Inc. holds 424,956 shares of SCHD stock, worth $11.9 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
424,956
Previous 438,363 3.06%
Holding current value
$11.9 Million
Previous $35.3 Billion 5.56%
% of portfolio
1.86%
Previous 2.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$75.81 - $80.15 $1.02 Million - $1.07 Million
-13,407 Reduced 3.06%
424,956 $33.4 Billion
Q1 2024

Apr 18, 2024

BUY
$75.25 - $80.63 $1.49 Million - $1.59 Million
19,744 Added 4.72%
438,363 $35.3 Billion
Q4 2023

Feb 05, 2024

BUY
$66.9 - $76.32 $28 Million - $31.9 Million
418,619 New
418,619 $31.9 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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