Hbc Financial Services, Pllc Schwab Strategic Tr Us Dividen Transaction History

Hbc Financial Services, Pllc

  • $163 Million
  • Q4 2024

A detailed history of Hbc Financial Services, Pllc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hbc Financial Services, Pllc holds 7,032 shares of SCHD stock, worth $195,208. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,032
Previous 7,024 0.11%
Holding current value
$195,208
Previous $187,000 4.28%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jan 16, 2025
BUY
$26.93 - $84.95 $215 - $679
8 Added 0.11%
7,032 $195,000
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $405,895 - $448,266
5,270 Added 300.46%
7,024 $187,000
Q2 2024

Aug 07, 2024
SELL
$75.81 - $80.15 $411,345 - $434,893
-5,426 Reduced 75.57%
1,754 $172,000
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $40,710 - $43,620
541 Added 8.15%
7,180 $552,000
Q4 2023

Jan 26, 2024
BUY
$66.9 - $76.32 $210,668 - $240,331
3,149 Added 90.23%
6,639 $505,000
Q3 2023

Nov 06, 2023
SELL
$70.63 - $75.66 $265,568 - $284,481
-3,760 Reduced 51.86%
3,490 $246,000
Q2 2023

Jul 26, 2023
SELL
$69.18 - $73.94 $44,967 - $48,061
-650 Reduced 8.23%
7,250 $534,000
Q1 2023

May 12, 2023
BUY
$70.28 - $78.03 $429,199 - $476,529
6,107 Added 340.6%
7,900 $584,000
Q3 2021

Nov 02, 2021
SELL
$74.23 - $78.13 $14,994 - $15,782
-202 Reduced 10.13%
1,793 $136,000
Q2 2020

Aug 14, 2020
SELL
$43.56 - $56.5 $30,099 - $39,041
-691 Reduced 25.73%
1,995 $106,000
Q4 2019

Feb 12, 2020
BUY
$52.87 - $58.15 $142,008 - $156,190
2,686 New
2,686 $155,000

About SCHWAB STRATEGIC TR US DIVIDEN

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