Trademark Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of Trademark Financial Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Trademark Financial Management, LLC holds 14,943 shares of SCHD stock, worth $418,553. This represents 0.32% of its overall portfolio holdings.

Number of Shares
14,943
Previous 3,852 287.93%
Holding current value
$418,553
Previous $326 Million 25.36%
% of portfolio
0.32%
Previous 0.26%

Shares

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

Jan 30, 2025
BUY
$26.93 - $84.95 $298,680 - $942,180
11,091 Added 287.93%
14,943 $408 Million
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $30,730 - $33,938
-399 Reduced 9.39%
3,852 $326 Million
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $1.21 Million - $1.28 Million
-16,001 Reduced 79.01%
4,251 $331 Million
Q1 2024

May 07, 2024
SELL
$75.25 - $80.63 $100,458 - $107,641
-1,335 Reduced 6.18%
20,252 $1.63 Billion
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $1.44 Million - $1.65 Million
21,587 New
21,587 $1.64 Billion

Others Institutions Holding SCHD

# of Institutions
1,813
Shares Held
410M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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