Lehman & Derafelo Financial Resources LLC Schwab Strategic Tr Us Dividen Transaction History

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 20,884 shares of SCHD stock, worth $579,531. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,884
Previous 20,184 3.47%
Holding current value
$579,531
Previous $1.34 Million 17.6%
% of portfolio
0.47%
Previous 0.42%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
BUY
$67.16 - $79.06 $47,012 - $55,342
700 Added 3.47%
20,884 $0
Q2 2022

Jul 19, 2022
SELL
$70.31 - $80.24 $14,062 - $16,047
-200 Reduced 0.98%
20,184 $1.45 Million
Q1 2022

Apr 21, 2022
SELL
$75.14 - $81.94 $75,140 - $81,940
-1,000 Reduced 4.68%
20,384 $1.61 Million
Q3 2021

Oct 28, 2021
SELL
$74.23 - $78.13 $51,961 - $54,691
-700 Reduced 3.17%
21,384 $1.59 Million
Q4 2020

Jun 04, 2021
BUY
$54.8 - $65.16 $38,360 - $45,612
700 Added 3.27%
22,084 $1.42 Million
Q2 2020

Jul 30, 2020
SELL
$43.56 - $56.5 $47,916 - $62,150
-1,100 Reduced 4.89%
21,384 $1.11 Million
Q1 2020

May 13, 2020
SELL
$39.5 - $59.28 $55,300 - $82,992
-1,400 Reduced 5.86%
22,484 $1.01 Million
Q3 2019

Nov 12, 2019
SELL
$54.39 - $55.76 $2,066 - $2,118
-38 Reduced 0.16%
23,884 $1.31 Million
Q4 2018

Feb 14, 2019
BUY
N/A
23,922 New
23,922 $1.12 Million

Others Institutions Holding SCHD

# of Institutions
1,890
Shares Held
619M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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