Goldstone Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 198,687 shares of SCHD stock, worth $5.57 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

198,687

Previous 64,599 207.57%

Holding current value

$5.57 Million

Previous $5.46 Billion 0.59%

% of portfolio

0.85%

Previous 0.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $3.61 Million - $11.4 Million	134,088 Added 207.57%	198,687 $5.43 Billion
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $4.98 Million - $5.49 Million	64,599 New	64,599 $5.46 Billion
Q2 2024 Jan 15, 2025	SELL	$75.81 - $80.15 $10.5 Million - $11.1 Million	-138,675 Reduced 69.8%	60,012 $4.67 Billion
Q1 2024 Jan 15, 2025	SELL	$75.25 - $80.63 $131,988 - $141,425	-1,754 Reduced 3.02%	56,406 $4.55 Billion
Q4 2023 Jan 15, 2025	BUY	$66.9 - $76.32 $267,064 - $304,669	3,992 Added 7.37%	58,160 $4.43 Billion
Q3 2023 Jan 15, 2025	BUY	$70.63 - $75.66 $375,398 - $402,132	5,315 Added 10.88%	54,168 $3.83 Billion
Q2 2023 Jan 15, 2025	BUY	$69.18 - $73.94 $1.9 Million - $2.03 Million	27,520 Added 129.0%	48,853 $3.55 Billion
Q1 2023 Jan 15, 2025	SELL	$70.28 - $78.03 $12.5 Million - $13.8 Million	-177,354 Reduced 89.26%	21,333 $1.56 Billion

Others Institutions Holding SCHD

# of Institutions

1,940

Shares Held

824M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Goldstone Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History