Fairview Capital Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Fairview Capital Investment Management, LLC

  • $1.61 Billion
  • Q2 2024

A detailed history of Fairview Capital Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fairview Capital Investment Management, LLC holds 8,720 shares of SCHD stock, worth $245,119. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,720
Previous 9,320 6.44%
Holding current value
$245,119
Previous $751,000 9.72%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $45,486 - $48,090
-600 Reduced 6.44%
8,720 $678,000
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $137,707 - $147,552
1,830 Added 24.43%
9,320 $751,000
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $501,081 - $571,636
7,490 New
7,490 $570,000
Q1 2020

May 13, 2020
SELL
$39.5 - $59.28 $179,527 - $269,427
-4,545 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$52.87 - $58.15 $240,294 - $264,291
4,545 New
4,545 $263,000

Others Institutions Holding SCHD

# of Institutions
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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