Fsb Premier Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Fsb Premier Wealth Management, Inc.

  • $236 Million
  • Q4 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 22,647 shares of SCHD stock, worth $628,680. This represents 0.26% of its overall portfolio holdings.

Number of Shares
22,647
Previous 7,767 191.58%
Holding current value
$628,680
Previous $656,000 5.79%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Feb 12, 2025
BUY
$26.93 - $84.95 $400,718 - $1.26 Million
14,880 Added 191.58%
22,647 $618,000
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $11,167 - $12,333
-145 Reduced 1.83%
7,767 $656,000
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $23,501 - $24,846
-310 Reduced 3.77%
7,912 $615,000
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $6,321 - $6,772
-84 Reduced 1.01%
8,222 $662,000
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $12,175 - $13,890
182 Added 2.24%
8,306 $632,000
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $4,237 - $4,539
-60 Reduced 0.73%
8,124 $574,000
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $2,075 - $2,218
-30 Reduced 0.37%
8,184 $594,000
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $14,618 - $16,230
208 Added 2.6%
8,214 $600,000
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $66,488 - $78,269
990 Added 14.11%
8,006 $604,000
Q3 2022

Nov 23, 2022
BUY
$66.43 - $77.87 $466,072 - $546,335
7,016 New
7,016 $466,000

Others Institutions Holding SCHD

# of Institutions
1,948
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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