Lynch & Associates Schwab Strategic Tr Us Dividen Transaction History

Lynch & Associates

  • $467 Million
  • Q3 2024

A detailed history of Lynch & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lynch & Associates holds 43,682 shares of SCHD stock, worth $1.23 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
43,682
Previous 37,669 15.96%
Holding current value
$1.23 Million
Previous $2.93 Million 26.05%
% of portfolio
0.79%
Previous 0.67%

Shares

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

Oct 15, 2024
BUY
$77.02 - $85.06 $463,121 - $511,465
6,013 Added 15.96%
43,682 $3.69 Million
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $252,068 - $266,498
3,325 Added 9.68%
37,669 $2.93 Million
Q1 2024

Apr 09, 2024
BUY
$75.25 - $80.63 $797,123 - $854,113
10,593 Added 44.6%
34,344 $2.77 Million
Q4 2023

Jan 08, 2024
BUY
$66.9 - $76.32 $755,167 - $861,500
11,288 Added 90.57%
23,751 $1.81 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $880,261 - $942,950
12,463 New
12,463 $881,000

Others Institutions Holding SCHD

# of Institutions
1,706
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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