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

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 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 3,852 shares of SCHD stock, worth $108,279. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,852
Previous 4,251 9.39%
Holding current value
$108,279
Previous $331 Million 1.48%
% of portfolio
0.26%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email