First Heartland Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

A detailed history of First Heartland Consultants, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 29,400 shares of SCHD stock, worth $801,444. This represents 0.27% of its overall portfolio holdings.

Number of Shares

29,400

Previous 39,695 25.94%

Holding current value

$801,444

Previous $3.09 Million 19.5%

% of portfolio

0.27%

Previous 0.22%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $792,920 - $875,692	-10,295 Reduced 25.94%	29,400 $2.49 Million
Q2 2024 Jul 25, 2024	SELL	$75.81 - $80.15 $3.14 Million - $3.32 Million	-41,464 Reduced 51.09%	39,695 $3.09 Million
Q1 2024 May 07, 2024	SELL	$75.25 - $80.63 $1.92 Million - $2.05 Million	-25,456 Reduced 23.88%	81,159 $6.54 Million
Q4 2023 Feb 08, 2024	SELL	$66.9 - $76.32 $442,275 - $504,551	-6,611 Reduced 5.84%	106,615 $8.12 Million
Q3 2023 Nov 09, 2023	SELL	$70.63 - $75.66 $3.22 Million - $3.45 Million	-45,660 Reduced 28.74%	113,226 $8.01 Million
Q2 2023 Jul 26, 2023	BUY	$69.18 - $73.94 $663,021 - $708,640	9,584 Added 6.42%	158,886 $11.5 Million
Q1 2023 Apr 17, 2023	BUY	$70.28 - $78.03 $632,520 - $702,270	9,000 Added 6.41%	149,302 $10.9 Million
Q4 2022 Jan 13, 2023	BUY	$67.16 - $79.06 $3.74 Million - $4.4 Million	55,642 Added 65.72%	140,302 $0
Q3 2022 Oct 20, 2022	BUY	$66.43 - $77.87 $4.73 Million - $5.55 Million	71,266 Added 532.07%	84,660 $5.62 Million
Q2 2022 Jul 12, 2022	BUY	$70.31 - $80.24 $32,975 - $37,632	469 Added 3.63%	13,394 $959,000
Q1 2022 Apr 21, 2022	BUY	$75.14 - $81.94 $411,992 - $449,277	5,483 Added 73.68%	12,925 $1.02 Million
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $297,696 - $321,256	3,973 Added 114.53%	7,442 $601,000
Q3 2021 Nov 15, 2021	SELL	$74.23 - $78.13 $28,652 - $30,158	-386 Reduced 10.01%	3,469 $258,000
Q2 2021 Aug 16, 2021	SELL	$73.32 - $77.65 $8,871 - $9,395	-121 Reduced 3.04%	3,855 $292,000
Q1 2021 May 17, 2021	SELL	$63.23 - $73.67 $632 - $736	-10 Reduced 0.25%	3,976 $290,000
Q4 2020 Jan 29, 2021	BUY	$54.8 - $65.16 $20,056 - $23,848	366 Added 10.11%	3,986 $256,000
Q3 2020 Oct 21, 2020	SELL	$50.37 - $58.54 $92,378 - $107,362	-1,834 Reduced 33.63%	3,620 $200,000
Q2 2020 Jul 16, 2020	BUY	$43.56 - $56.5 $696 - $904	16 Added 0.29%	5,454 $282,000
Q1 2020 May 14, 2020	BUY	$39.5 - $59.28 $22,001 - $33,018	557 Added 11.41%	5,438 $245,000
Q4 2019 Feb 13, 2020	BUY	$52.87 - $58.15 $31,034 - $34,134	587 Added 13.67%	4,881 $283,000
Q3 2019 Nov 18, 2019	SELL	$54.39 - $55.76 $2,012 - $2,063	-37 Reduced 0.85%	4,294 $235,000
Q2 2019 Aug 12, 2019	SELL	N/A	-650 Reduced 13.05%	4,331 $230,000
Q1 2019 May 15, 2019	SELL	N/A	-564 Reduced 10.17%	4,981 $260,000
Q4 2018 Feb 12, 2019	BUY	N/A	5,545 New	5,545 $260,000

Others Institutions Holding SCHD

# of Institutions

1,761

Shares Held

280M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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First Heartland Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History