Financial Guidance Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Guidance Group, Inc.

$163 Million
Q4 2024

A detailed history of Financial Guidance Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Guidance Group, Inc. holds 562,151 shares of SCHD stock, worth $15.5 Million. This represents 9.44% of its overall portfolio holdings.

Number of Shares

562,151

Previous 200,284 180.68%

Holding current value

$15.5 Million

Previous $16.9 Million 9.29%

% of portfolio

9.44%

Previous 10.88%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $9.75 Million - $30.7 Million	361,867 Added 180.68%	562,151 $15.4 Million
Q3 2024 Oct 23, 2024	SELL	$77.02 - $85.06 $1.32 Million - $1.46 Million	-17,187 Reduced 7.9%	200,284 $16.9 Million
Q2 2024 Jul 25, 2024	SELL	$75.81 - $80.15 $1.47 Million - $1.55 Million	-19,354 Reduced 8.17%	217,471 $16.9 Million
Q1 2024 May 01, 2024	BUY	$75.25 - $80.63 $177,966 - $190,689	2,365 Added 1.01%	236,825 $19.1 Million
Q4 2023 Jan 26, 2024	SELL	$66.9 - $76.32 $536,270 - $611,781	-8,016 Reduced 3.31%	234,460 $17.8 Million
Q3 2023 Oct 23, 2023	SELL	$70.63 - $75.66 $386,911 - $414,465	-5,478 Reduced 2.21%	242,476 $17.2 Million
Q2 2023 Jul 26, 2023	SELL	$69.18 - $73.94 $78,796 - $84,217	-1,139 Reduced 0.46%	247,954 $18 Million
Q1 2023 Apr 18, 2023	BUY	$70.28 - $78.03 $584,237 - $648,663	8,313 Added 3.45%	249,093 $18.2 Million
Q4 2022 Jan 27, 2023	BUY	$67.16 - $79.06 $32,639 - $38,423	486 Added 0.2%	240,780 $0
Q3 2022 Oct 25, 2022	BUY	$66.43 - $77.87 $1.24 Million - $1.46 Million	18,738 Added 8.46%	240,294 $16 Million
Q2 2022 Jul 29, 2022	BUY	$70.31 - $80.24 $1.24 Million - $1.41 Million	17,623 Added 8.64%	221,556 $15.9 Million
Q1 2022 May 19, 2022	BUY	$75.14 - $81.94 $15.3 Million - $16.7 Million	203,933 New	203,933 $16.1 Million

Others Institutions Holding SCHD

# of Institutions

1,952

Shares Held

848M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Guidance Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Guidance Group, Inc. with notifications on news.

Account

Financial Guidance Group, Inc. Schwab Strategic Tr Us Dividen Transaction History