Investment Partners Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Investment Partners Asset Management, Inc.

  • $127 Billion
  • Q4 2024

A detailed history of Investment Partners Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 21,348 shares of SCHD stock, worth $588,350. This represents 0.46% of its overall portfolio holdings.

Number of Shares
21,348
Previous 8,158 161.68%
Holding current value
$588,350
Previous $690 Million 15.42%
% of portfolio
0.46%
Previous 0.57%

Shares

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

Jan 29, 2025
BUY
$26.93 - $84.95 $355,206 - $1.12 Million
13,190 Added 161.68%
21,348 $583 Million
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $154 - $170
2 Added 0.02%
8,158 $690 Million
Q1 2024

Apr 15, 2024
SELL
$75.25 - $80.63 $1,580 - $1,693
-21 Reduced 0.26%
8,156 $658 Million
Q4 2023

Jan 25, 2024
BUY
$66.9 - $76.32 $547,041 - $624,068
8,177 New
8,177 $623 Million

Others Institutions Holding SCHD

# of Institutions
1,873
Shares Held
561M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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