Joseph Group Capital Management Schwab Strategic Tr Us Dividen Transaction History

Joseph Group Capital Management

  • $232 Million
  • Q3 2024

A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Joseph Group Capital Management holds 105,104 shares of SCHD stock, worth $2.9 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares
105,104
Previous 99,057 6.1%
Holding current value
$2.9 Million
Previous $7.7 Million 15.35%
% of portfolio
3.82%
Previous 4.62%

Shares

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

Nov 07, 2024
BUY
$77.02 - $85.06 $465,739 - $514,357
6,047 Added 6.1%
105,104 $8.88 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $7.49 Million - $7.92 Million
98,778 Added 35404.3%
99,057 $7.7 Million
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $20,994 - $22,495
279 New
279 $22,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
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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