Ima Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ima Wealth, Inc. holds 2,687,274 shares of SCHD stock, worth $75.3 Million. This represents 8.85% of its overall portfolio holdings.

Number of Shares
2,687,274
Holding current value
$75.3 Million
% of portfolio
8.85%

Shares

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

Feb 14, 2025
BUY
$26.93 - $84.95 $72.4 Million - $228 Million
2,687,274 New
2,687,274 $73.4 Million
Q1 2021

May 13, 2021
SELL
$63.23 - $73.67 $9,105 - $10,608
-144 Closed
0 $0
Q4 2020

Feb 08, 2021
SELL
$54.8 - $65.16 $569,974 - $677,729
-10,401 Reduced 98.63%
144 $9,000
Q3 2020

Nov 16, 2020
SELL
$50.37 - $58.54 $48,707 - $56,608
-967 Reduced 8.4%
10,545 $583,000
Q2 2020

Aug 13, 2020
SELL
$43.56 - $56.5 $39,029 - $50,624
-896 Reduced 7.22%
11,512 $596,000
Q1 2020

Apr 14, 2020
SELL
$39.5 - $59.28 $71,337 - $107,059
-1,806 Reduced 12.71%
12,408 $558,000
Q4 2019

Feb 24, 2020
SELL
$52.87 - $58.15 $73,806 - $81,177
-1,396 Reduced 8.94%
14,214 $823,000
Q3 2019

Oct 29, 2019
SELL
$54.39 - $55.76 $50,854 - $52,135
-935 Reduced 5.65%
15,610 $855,000
Q2 2019

Jul 19, 2019
SELL
N/A
-931 Reduced 5.33%
16,545 $878,000
Q1 2019

May 09, 2019
SELL
N/A
-2,759 Reduced 13.63%
17,476 $914,000
Q4 2018

Jan 15, 2019
SELL
N/A
-7,140 Reduced 26.08%
20,235 $950,000
Q3 2018

Oct 18, 2018
SELL
N/A
-2,173 Reduced 7.35%
27,375 $1.45 Million
Q2 2018

Aug 01, 2018
SELL
N/A
-7,316 Reduced 19.85%
29,548 $1.46 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-716 Reduced 1.91%
36,864 $1.81 Million
Q4 2017

Feb 05, 2018
BUY
N/A
37,580
37,580 $1.92 Million

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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