Johnson Bixby & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History

Johnson Bixby & Associates, LLC

  • $624 Million
  • Q4 2024

A detailed history of Johnson Bixby & Associates, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Johnson Bixby & Associates, LLC holds 12,727 shares of SCHD stock, worth $356,737. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,727
Previous 4,241 200.09%
Holding current value
$356,737
Previous $358,000 3.07%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 17, 2025
BUY
$26.93 - $84.95 $228,527 - $720,885
8,486 Added 200.09%
12,727 $347,000
Q3 2024

Oct 10, 2024
BUY
$77.02 - $85.06 $22,643 - $25,007
294 Added 7.45%
4,241 $358,000
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $4,624 - $4,889
-61 Reduced 1.52%
3,947 $306,000
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $150 - $161
2 Added 0.05%
4,008 $323,000
Q4 2023

Jan 18, 2024
SELL
$66.9 - $76.32 $3,746 - $4,273
-56 Reduced 1.38%
4,006 $304,000
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $286,899 - $307,330
4,062 New
4,062 $287,000

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
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More about SCHD
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