Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Dividen Transaction History

Bedel Financial Consulting, Inc.

$690 Million
Q4 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 20,908 shares of SCHD stock, worth $580,197. This represents 0.08% of its overall portfolio holdings.

Number of Shares

20,908

Previous 7,018 197.92%

Holding current value

$580,197

Previous $593,000 3.71%

% of portfolio

0.08%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $374,057 - $1.18 Million	13,890 Added 197.92%	20,908 $571,000
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $148,956 - $164,506	1,934 Added 38.04%	7,018 $593,000
Q2 2024 Aug 05, 2024	SELL	$75.81 - $80.15 $9,476 - $10,018	-125 Reduced 2.4%	5,084 $395,000
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $75 - $80	1 Added 0.02%	5,209 $420,000
Q4 2023 Feb 08, 2024	SELL	$66.9 - $76.32 $11,373 - $12,974	-170 Reduced 3.16%	5,208 $396,000
Q3 2023 Feb 08, 2024	BUY	$70.63 - $75.66 $70 - $75	1 Added 0.02%	5,378 $380,000
Q2 2023 Aug 10, 2023	SELL	$69.18 - $73.94 $8,439 - $9,020	-122 Reduced 2.22%	5,377 $390,000
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $140 - $156	2 Added 0.04%	5,499 $402,000
Q4 2022 Feb 07, 2023	BUY	$67.16 - $79.06 $201 - $237	3 Added 0.05%	5,497 $415,000
Q3 2022 Nov 08, 2022	SELL	$66.43 - $77.87 $4,782 - $5,606	-72 Reduced 1.29%	5,494 $408,000
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $210 - $240	3 Added 0.05%	5,566 $399,000
Q1 2022 Apr 19, 2022	SELL	$75.14 - $81.94 $2,179 - $2,376	-29 Reduced 0.52%	5,563 $439,000
Q4 2021 Jan 11, 2022	BUY	$74.93 - $80.86 $149 - $161	2 Added 0.04%	5,592 $452,000
Q3 2021 Oct 12, 2021	SELL	$74.23 - $78.13 $42,014 - $44,221	-566 Reduced 9.19%	5,590 $415,000
Q2 2021 Aug 03, 2021	SELL	$73.32 - $77.65 $40,912 - $43,328	-558 Reduced 8.31%	6,156 $466,000
Q1 2021 Apr 26, 2021	SELL	$63.23 - $73.67 $8,725 - $10,166	-138 Reduced 2.01%	6,714 $490,000
Q4 2020 Feb 02, 2021	BUY	$54.8 - $65.16 $164 - $195	3 Added 0.04%	6,852 $439,000
Q3 2020 Oct 20, 2020	BUY	$50.37 - $58.54 $8,915 - $10,361	177 Added 2.65%	6,849 $379,000
Q1 2019 May 02, 2019	BUY	N/A	600 Added 9.88%	6,672 $349,000
Q1 2018 May 03, 2018	SELL	N/A	-10 Reduced 0.16%	6,072 $298,000
Q4 2017 Feb 06, 2018	BUY	N/A	6,082	6,082 $311,000

Others Institutions Holding SCHD

# of Institutions

1,903

Shares Held

674M

Call Options Held

3.35M

Put Options Held

1.22M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Dividen Transaction History