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

Mission Hills Financial Advisory, LLC

  • $144 Billion
  • Q1 2025

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 236,606 shares of SCHD stock, worth $6.02 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares
236,606
Previous 192,381 22.99%
Holding current value
$6.02 Million
Previous $5.26 Billion 25.87%
% of portfolio
4.59%
Previous 4.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $1.19 Million - $1.26 Million
44,225 Added 22.99%
236,606 $6.62 Billion
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
1,965
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Mission Hills Financial Advisory, LLC Portfolio

Follow Mission Hills Financial Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Hills Financial Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mission Hills Financial Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email