Mission Hills Financial Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Mission Hills Financial Advisory, LLC

  • $129 Billion
  • Q4 2024

A detailed history of Mission Hills Financial Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mission Hills Financial Advisory, LLC holds 192,381 shares of SCHD stock, worth $5.3 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
192,381
Previous 174,997 9.93%
Holding current value
$5.3 Million
Previous $5.06 Billion 3.89%
% of portfolio
4.08%
Previous 4.3%

Shares

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

Jan 15, 2025
BUY
$26.93 - $84.95 $468,151 - $1.48 Million
17,384 Added 9.93%
192,381 $5.26 Billion
Q3 2024

Nov 08, 2024
BUY
$77.02 - $85.06 $13.5 Million - $14.9 Million
174,997 New
174,997 $5.06 Billion

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
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
  • Industry ETFs
More about SCHD
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