Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History

Ehrlich Financial Group

  • $141 Billion
  • Q4 2024

A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ehrlich Financial Group holds 51,560 shares of SCHD stock, worth $1.45 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
51,560
Previous 15,183 239.59%
Holding current value
$1.45 Million
Previous $1.28 Billion 9.76%
% of portfolio
1.0%
Previous 0.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $979,632 - $3.09 Million
36,377 Added 239.59%
51,560 $1.41 Billion
Q3 2024

Oct 07, 2024
BUY
$77.02 - $85.06 $44,055 - $48,654
572 Added 3.91%
15,183 $1.28 Billion
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $756,280 - $799,576
-9,976 Reduced 40.57%
14,611 $1.14 Billion
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $44,472 - $47,652
591 Added 2.46%
24,587 $1.98 Billion
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $1.61 Million - $1.83 Million
23,996 New
23,996 $1.83 Billion

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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