Blue Chip Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History

Blue Chip Partners, Inc.

$1.13 Billion
Q4 2024

A detailed history of Blue Chip Partners, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 8,142 shares of SCHD stock, worth $224,393. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,142

Previous 2,689 202.79%

Holding current value

$224,393

Previous $227,000 2.2%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $146,849 - $463,232	5,453 Added 202.79%	8,142 $222,000
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $4,005 - $4,423	52 Added 1.97%	2,689 $227,000
Q2 2024 Jul 29, 2024	SELL	$75.81 - $80.15 $21,378 - $22,602	-282 Reduced 9.66%	2,637 $205,000
Q1 2024 Apr 25, 2024	BUY	$75.25 - $80.63 $827 - $886	11 Added 0.38%	2,919 $235,000
Q4 2023 Feb 05, 2024	SELL	$66.9 - $76.32 $81,751 - $93,263	-1,222 Reduced 29.59%	2,908 $221,000
Q3 2023 Oct 30, 2023	BUY	$70.63 - $75.66 $2,613 - $2,799	37 Added 0.9%	4,130 $292,000
Q2 2023 Aug 02, 2023	BUY	$69.18 - $73.94 $283,153 - $302,636	4,093 New	4,093 $297,000
Q2 2022 Aug 01, 2022	BUY	$70.31 - $80.24 $71,364 - $81,443	1,015 Added 14.69%	7,926 $568,000
Q1 2022 May 04, 2022	BUY	$75.14 - $81.94 $3,080 - $3,359	41 Added 0.6%	6,911 $545,000
Q4 2021 Feb 08, 2022	BUY	$74.93 - $80.86 $4,121 - $4,447	55 Added 0.81%	6,870 $555,000
Q3 2021 Nov 02, 2021	SELL	$74.23 - $78.13 $54,039 - $56,878	-728 Reduced 9.65%	6,815 $0
Q2 2021 Aug 03, 2021	SELL	$73.32 - $77.65 $34,607 - $36,650	-472 Reduced 5.89%	7,543 $570,000
Q1 2021 May 04, 2021	SELL	$63.23 - $73.67 $23,584 - $27,478	-373 Reduced 4.45%	8,015 $584,000
Q4 2020 Feb 05, 2021	BUY	$54.8 - $65.16 $4,329 - $5,147	79 Added 0.95%	8,388 $538,000
Q3 2020 Oct 27, 2020	BUY	$50.37 - $58.54 $23,119 - $26,869	459 Added 5.85%	8,309 $460,000
Q2 2020 Jul 30, 2020	BUY	$43.56 - $56.5 $341,946 - $443,525	7,850 New	7,850 $406,000
Q3 2019 Oct 29, 2019	SELL	$54.39 - $55.76 $373,441 - $382,848	-6,866 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	N/A	46 Added 0.67%	6,866 $359,000
Q4 2018 Feb 05, 2019	BUY	N/A	6,820 New	6,820 $320,000

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Blue Chip Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History