A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Greenleaf Trust holds 3,956 shares of SCHD stock, worth $108,671. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,956
Previous 3,351 18.05%
Holding current value
$108,671
Previous $260,000 28.46%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$77.02 - $85.06 $46,597 - $51,461
605 Added 18.05%
3,956 $334,000
Q2 2024

Jul 22, 2024

SELL
$75.81 - $80.15 $276,554 - $292,387
-3,648 Reduced 52.12%
3,351 $260,000
Q1 2024

Apr 29, 2024

BUY
$75.25 - $80.63 $110,843 - $118,767
1,473 Added 26.66%
6,999 $564,000
Q4 2023

Jan 31, 2024

BUY
$66.9 - $76.32 $166,647 - $190,113
2,491 Added 82.08%
5,526 $420,000
Q3 2023

Nov 09, 2023

SELL
$70.63 - $75.66 $22,601 - $24,211
-320 Reduced 9.54%
3,035 $214,000
Q1 2023

May 11, 2023

BUY
$70.28 - $78.03 $45,682 - $50,719
650 Added 24.03%
3,355 $245,000
Q4 2022

Jan 25, 2023

BUY
$67.16 - $79.06 $181,667 - $213,857
2,705 New
2,705 $204,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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