Gofen & Glossberg LLC Schwab Strategic Tr Us Dividen Transaction History

Gofen & Glossberg LLC

  • $3.89 Billion
  • Q4 2022

A detailed history of Gofen & Glossberg LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gofen & Glossberg LLC holds 3,271 shares of SCHD stock, worth $90,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,271
Previous 3,718 12.02%
Holding current value
$90,770
Previous $247,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023
SELL
$67.16 - $79.06 $30,020 - $35,339
-447 Reduced 12.02%
3,271 $247,000
Q3 2022

Oct 13, 2022
BUY
$66.43 - $77.87 $863 - $1,012
13 Added 0.35%
3,718 $247,000
Q1 2022

Apr 14, 2022
BUY
$75.14 - $81.94 $6,011 - $6,555
80 Added 2.21%
3,705 $292,000
Q4 2021

Jan 25, 2022
SELL
$74.93 - $80.86 $5,994 - $6,468
-80 Reduced 2.16%
3,625 $293,000
Q3 2021

Oct 13, 2021
BUY
$74.23 - $78.13 $15,217 - $16,016
205 Added 5.86%
3,705 $275,000
Q2 2021

Jul 13, 2021
BUY
$73.32 - $77.65 $256,619 - $271,775
3,500 New
3,500 $265,000

Others Institutions Holding SCHD

# of Institutions
1,903
Shares Held
674M
Call Options Held
3.35M
Put Options Held
1.22M
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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