Brick & Kyle, Associates Schwab Strategic Tr Us Dividen Transaction History

Brick & Kyle, Associates

  • $235 Million
  • Q4 2024

A detailed history of Brick & Kyle, Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brick & Kyle, Associates holds 13,985 shares of SCHD stock, worth $399,131. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,985
Previous 353,858 96.05%
Holding current value
$399,131
Previous $393,000 2.8%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Feb 25, 2025
SELL
$26.93 - $84.95 $9.15 Million - $28.9 Million
-339,873 Reduced 96.05%
13,985 $382,000
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $26.9 Million - $29.7 Million
349,307 Added 7675.39%
353,858 $393,000
Q2 2024

Aug 15, 2024
BUY
$75.81 - $80.15 $9,855 - $10,419
130 Added 2.94%
4,551 $354,000
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $38,753 - $41,524
-515 Reduced 10.43%
4,421 $352,000
Q4 2023

Feb 15, 2024
SELL
$66.9 - $76.32 $5,753 - $6,563
-86 Reduced 1.71%
4,936 $376,000
Q3 2023

Nov 15, 2023
SELL
$70.63 - $75.66 $15,397 - $16,493
-218 Reduced 4.16%
5,022 $355,000
Q2 2023

Aug 15, 2023
BUY
$69.18 - $73.94 $830 - $887
12 Added 0.23%
5,240 $381,000
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $702 - $780
10 Added 0.19%
5,228 $383,000
Q4 2022

Feb 16, 2023
BUY
$67.16 - $79.06 $26,662 - $31,386
397 Added 8.23%
5,218 $394,000
Q3 2022

Nov 16, 2022
BUY
$66.43 - $77.87 $531 - $622
8 Added 0.17%
4,821 $322,000
Q2 2022

Aug 16, 2022
SELL
$70.31 - $80.24 $24,186 - $27,602
-344 Reduced 6.67%
4,813 $343,000
Q1 2022

May 23, 2022
BUY
$75.14 - $81.94 $387,496 - $422,564
5,157 New
5,157 $407,000
Q4 2021

Feb 15, 2022
SELL
$74.93 - $80.86 $333,963 - $360,393
-4,457 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$74.93 - $80.86 $333,963 - $360,393
4,457 New
4,457 $360,000

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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