A detailed history of Jbr CO Financial Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jbr CO Financial Management Inc holds 14,615 shares of SCHD stock, worth $410,827. This represents 0.81% of its overall portfolio holdings.

Number of Shares
14,615
Previous 15,423 5.24%
Holding current value
$410,827
Previous $1.2 Billion 3.01%
% of portfolio
0.81%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$77.02 - $85.06 $62,232 - $68,728
-808 Reduced 5.24%
14,615 $1.24 Billion
Q2 2024

Jul 15, 2024

SELL
$75.81 - $80.15 $397,850 - $420,627
-5,248 Reduced 25.39%
15,423 $1.2 Billion
Q1 2024

May 09, 2024

SELL
$75.25 - $80.63 $938,668 - $1.01 Million
-12,474 Reduced 37.63%
20,671 $1.67 Billion
Q4 2023

Apr 18, 2024

BUY
$66.9 - $76.32 $2.22 Million - $2.53 Million
33,145 New
33,145 $2.52 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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