Fi3 Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Fi3 Financial Advisors, LLC

  • $266 Million
  • Q4 2024

A detailed history of Fi3 Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 9,873 shares of SCHD stock, worth $272,297. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,873
Previous 3,291 200.0%
Holding current value
$272,297
Previous $278,000 3.24%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Feb 11, 2025
BUY
$26.93 - $84.95 $177,253 - $559,140
6,582 Added 200.0%
9,873 $269,000
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $253,472 - $279,932
3,291 New
3,291 $278,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
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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