Forum Financial Management, LP Schwab Strategic Tr Us Dividen Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Forum Financial Management, LP holds 20,613 shares of SCHD stock, worth $524,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,613
Previous 20,613 -0.0%
Holding current value
$524,394
Previous $563,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $403,222 - $1.27 Million
14,973 Added 265.48%
20,613 $563,000
Q3 2024

Oct 29, 2024
BUY
$77.02 - $85.06 $38,355 - $42,359
498 Added 9.68%
5,640 $476,000
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $186,113 - $196,768
2,455 Added 91.37%
5,142 $399,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $202,196 - $216,652
2,687 New
2,687 $216,000
Q2 2023

Jul 26, 2023
SELL
$69.18 - $73.94 $29,124 - $31,128
-421 Reduced 9.54%
3,991 $289,000
Q1 2023

Apr 19, 2023
BUY
$70.28 - $78.03 $13,915 - $15,449
198 Added 4.7%
4,412 $322,000
Q4 2022

Jan 24, 2023
BUY
$67.16 - $79.06 $30,289 - $35,656
451 Added 11.99%
4,214 $0
Q3 2022

Nov 07, 2022
SELL
$66.43 - $77.87 $9,433 - $11,057
-142 Reduced 3.64%
3,763 $250,000
Q2 2022

Aug 15, 2022
SELL
$70.31 - $80.24 $12,585 - $14,362
-179 Reduced 4.38%
3,905 $280,000
Q1 2022

May 16, 2022
SELL
$75.14 - $81.94 $5,710 - $6,227
-76 Reduced 1.83%
4,084 $322,000
Q4 2021

Feb 18, 2022
BUY
$74.93 - $80.86 $311,708 - $336,377
4,160 New
4,160 $336,000

Others Institutions Holding SCHD

# of Institutions
1,964
Shares Held
851M
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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