Girard Partners Ltd. Schwab Strategic Tr Us Dividen Transaction History

Girard Partners Ltd.

  • $1.06 Billion
  • Q2 2024

A detailed history of Girard Partners Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Girard Partners Ltd. holds 3,468 shares of SCHD stock, worth $97,208. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,468
Previous 3,274 5.93%
Holding current value
$97,208
Previous $263,000 2.28%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $14,707 - $15,549
194 Added 5.93%
3,468 $269,000
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $22,725 - $24,350
-302 Reduced 8.45%
3,274 $263,000
Q4 2023

Feb 09, 2024
SELL
$66.9 - $76.32 $37,397 - $42,662
-559 Reduced 13.52%
3,576 $272,000
Q2 2023

Aug 15, 2023
BUY
$69.18 - $73.94 $286,059 - $305,741
4,135 New
4,135 $300,000
Q4 2018

Feb 11, 2019
SELL
N/A
-1,475 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
1,475 New
1,475 $78,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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