Boston Financial Mangement LLC Schwab Strategic Tr Us Dividen Transaction History

Boston Financial Mangement LLC

  • $3.18 Billion
  • Q4 2024

A detailed history of Boston Financial Mangement LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Boston Financial Mangement LLC holds 173,627 shares of SCHD stock, worth $4.82 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
173,627
Previous 58,142 198.63%
Holding current value
$4.82 Million
Previous $4.91 Million 3.48%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Feb 03, 2025
BUY
$26.93 - $84.95 $3.11 Million - $9.81 Million
115,485 Added 198.63%
173,627 $4.74 Million
Q3 2024

Oct 24, 2024
SELL
$77.02 - $85.06 $77 - $85
-1 Reduced -0.0%
58,142 $4.91 Million
Q2 2024

Jul 29, 2024
SELL
$75.81 - $80.15 $49,807 - $52,658
-657 Reduced 1.12%
58,143 $4.52 Million
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $24,155 - $25,882
-321 Reduced 0.54%
58,800 $4.74 Million
Q4 2023

Feb 12, 2024
SELL
$66.9 - $76.32 $381,597 - $435,329
-5,704 Reduced 8.8%
59,121 $4.5 Million
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $45,203 - $48,422
640 Added 1.0%
64,825 $4.59 Million
Q2 2023

Aug 07, 2023
SELL
$69.18 - $73.94 $164,510 - $175,829
-2,378 Reduced 3.57%
64,185 $4.66 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $134,375 - $149,193
-1,912 Reduced 2.79%
66,563 $4.87 Million
Q4 2022

Jan 27, 2023
SELL
$67.16 - $79.06 $117,865 - $138,750
-1,755 Reduced 2.5%
68,475 $0
Q3 2022

Nov 09, 2022
SELL
$66.43 - $77.87 $61,580 - $72,185
-927 Reduced 1.3%
70,230 $4.67 Million
Q2 2022

Aug 08, 2022
BUY
$70.31 - $80.24 $2.29 Million - $2.61 Million
32,543 Added 84.28%
71,157 $5.1 Million
Q1 2022

May 13, 2022
BUY
$75.14 - $81.94 $2.9 Million - $3.16 Million
38,614 New
38,614 $3.05 Million

Others Institutions Holding SCHD

# of Institutions
1,890
Shares Held
619M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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