Life Steps Financial, Inc. Schwab Strategic Tr Us Dividen Transaction History

Life Steps Financial, Inc.

  • $130 Million
  • Q4 2024

A detailed history of Life Steps Financial, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Life Steps Financial, Inc. holds 67,403 shares of SCHD stock, worth $1.9 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
67,403
Previous 21,174 218.33%
Holding current value
$1.9 Million
Previous $1.79 Million 2.91%
% of portfolio
1.42%
Previous 1.4%

Shares

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

Feb 03, 2025
BUY
$26.93 - $84.95 $1.24 Million - $3.93 Million
46,229 Added 218.33%
67,403 $1.84 Million
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $25,262 - $27,899
328 Added 1.57%
21,174 $1.79 Million
Q2 2024

Jul 17, 2024
SELL
$75.81 - $80.15 $365,100 - $386,002
-4,816 Reduced 18.77%
20,846 $1.62 Million
Q1 2024

Apr 26, 2024
SELL
$75.25 - $80.63 $27,692 - $29,671
-368 Reduced 1.41%
25,662 $2.07 Million
Q4 2023

Jan 18, 2024
SELL
$66.9 - $76.32 $401 - $457
-6 Reduced 0.02%
26,030 $1.98 Million
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $176,857 - $189,452
2,504 Added 10.64%
26,036 $1.84 Million
Q2 2023

Jul 14, 2023
BUY
$69.18 - $73.94 $68,903 - $73,644
996 Added 4.42%
23,532 $1.71 Million
Q1 2023

Apr 12, 2023
SELL
$70.28 - $78.03 $190,739 - $211,773
-2,714 Reduced 10.75%
22,536 $1.65 Million
Q4 2022

Jan 18, 2023
SELL
$67.16 - $79.06 $56,615 - $66,647
-843 Reduced 3.23%
25,250 $0
Q3 2022

Oct 14, 2022
SELL
$66.43 - $77.87 $18,201 - $21,336
-274 Reduced 1.04%
26,093 $1.73 Million
Q2 2022

Jul 13, 2022
SELL
$70.31 - $80.24 $318,012 - $362,925
-4,523 Reduced 14.64%
26,367 $1.89 Million
Q1 2022

Apr 12, 2022
BUY
$75.14 - $81.94 $122,929 - $134,053
1,636 Added 5.59%
30,890 $2.44 Million
Q4 2021

Jan 26, 2022
BUY
$74.93 - $80.86 $306,313 - $330,555
4,088 Added 16.24%
29,254 $2.37 Million
Q3 2021

Oct 06, 2021
BUY
$74.23 - $78.13 $75,491 - $79,458
1,017 Added 4.21%
25,166 $1.87 Million
Q2 2021

Jul 09, 2021
BUY
$73.32 - $77.65 $206,542 - $218,740
2,817 Added 13.21%
24,149 $1.83 Million
Q1 2021

Apr 20, 2021
BUY
$63.23 - $73.67 $376,661 - $438,852
5,957 Added 38.74%
21,332 $1.56 Million
Q4 2020

Jan 25, 2021
BUY
$54.8 - $65.16 $171,414 - $203,820
3,128 Added 25.54%
15,375 $986,000
Q3 2020

Oct 21, 2020
SELL
$50.37 - $58.54 $9,671 - $11,239
-192 Reduced 1.54%
12,247 $677,000
Q2 2020

Aug 05, 2020
BUY
$43.56 - $56.5 $3,441 - $4,463
79 Added 0.64%
12,439 $644,000
Q1 2020

May 21, 2020
BUY
$39.5 - $59.28 $222,661 - $334,161
5,637 Added 83.85%
12,360 $556,000
Q4 2019

Jan 30, 2020
BUY
$52.87 - $58.15 $355,445 - $390,942
6,723 New
6,723 $389,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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