Financial Perspectives, Inc Schwab Strategic Tr Us Dividen Transaction History

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,709 shares of SCHD stock, worth $188,992. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,709
Previous 5,001 34.15%
Holding current value
$188,992
Previous $389 Million 45.84%
% of portfolio
0.2%
Previous 0.14%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $131,550 - $145,282
1,708 Added 34.15%
6,709 $567 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $2,274 - $2,404
30 Added 0.6%
5,001 $389 Million
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $33,034 - $35,396
439 Added 9.69%
4,971 $401 Million
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $54,322 - $61,971
812 Added 21.83%
4,532 $345 Million
Q3 2023

Jan 09, 2024
BUY
$70.63 - $75.66 $242,614 - $259,892
3,435 Added 1205.26%
3,720 $263 Million
Q2 2023

Jan 09, 2024
BUY
$69.18 - $73.94 $69 - $73
1 Added 0.35%
285 $20.7 Million
Q1 2023

Jan 09, 2024
BUY
$70.28 - $78.03 $140 - $156
2 Added 0.71%
284 $20.7 Million
Q4 2022

Jan 09, 2024
BUY
$67.16 - $79.06 $805 - $948
12 Added 4.44%
282 $21.3 Million
Q3 2022

Jan 09, 2024
SELL
$66.43 - $77.87 $1,062 - $1,245
-16 Reduced 5.59%
270 $17.9 Million
Q2 2022

Jan 09, 2024
SELL
$70.31 - $80.24 $20,178 - $23,028
-287 Reduced 50.09%
286 $20.5 Million
Q1 2022

Jan 09, 2024
BUY
$75.14 - $81.94 $75 - $81
1 Added 0.17%
573 $45.2 Million
Q4 2021

Jan 09, 2024
BUY
$74.93 - $80.86 $299 - $323
4 Added 0.7%
572 $46.2 Million
Q3 2021

Jan 09, 2024
BUY
$74.23 - $78.13 $74 - $78
1 Added 0.18%
568 $42.2 Million
Q2 2021

Jan 09, 2024
SELL
$73.32 - $77.65 $2.99 Million - $3.16 Million
-40,731 Reduced 98.63%
567 $42.9 Million
Q1 2021

Jan 09, 2024
BUY
$63.23 - $73.67 $2.54 Million - $2.96 Million
40,203 Added 3671.51%
41,298 $566,000
Q4 2020

Jan 09, 2024
BUY
$54.8 - $65.16 $32,003 - $38,053
584 Added 114.29%
1,095 $70.2 Million
Q3 2020

Jan 09, 2024
BUY
$50.37 - $58.54 $8,311 - $9,659
165 Added 47.69%
511 $28.3 Million
Q2 2020

Jan 09, 2024
BUY
$43.56 - $56.5 $2,395 - $3,107
55 Added 18.9%
346 $17.9 Million
Q1 2020

Jan 09, 2024
BUY
$39.5 - $59.28 $8,492 - $12,745
215 Added 282.89%
291 $13.1 Million
Q4 2019

Jan 09, 2024
BUY
$52.87 - $58.15 $4,018 - $4,419
76 New
76 $4.42 Million

Others Institutions Holding SCHD

# of Institutions
1,698
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
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email