Newbridge Financial Services Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Newbridge Financial Services Group, Inc.

  • $633 Million
  • Q4 2025

A detailed history of Newbridge Financial Services Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 1,271 shares of SCHD stock, worth $34,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,271
Previous 1,299 2.16%
Holding current value
$34,622
Previous $35,000 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$26.44 - $27.53 $740 - $770
-28 Reduced 2.16%
1,271 $34,000
Q3 2025

Nov 13, 2025
BUY
$26.38 - $27.95 $633 - $670
24 Added 1.88%
1,299 $35,000
Q2 2025

Aug 19, 2025
SELL
$24.32 - $27.87 $5,739 - $6,577
-236 Reduced 15.62%
1,275 $33,000
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $270,694 - $286,027
-10,022 Reduced 86.9%
1,511 $42,000
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $310,583 - $979,728
11,533 New
11,533 $315,000
Q2 2024

Sep 11, 2024
SELL
$75.81 - $80.15 $833 - $881
-11 Reduced 0.73%
1,506 $117,000
Q1 2024

Apr 24, 2024
SELL
$75.25 - $80.63 $46,053 - $49,345
-612 Reduced 28.75%
1,517 $122,000
Q4 2023

Mar 28, 2024
SELL
$66.9 - $76.32 $22,679 - $25,872
-339 Reduced 13.74%
2,129 $162,000
Q3 2023

Oct 17, 2023
SELL
$70.63 - $75.66 $19,140 - $20,503
-271 Reduced 9.89%
2,468 $174,000
Q2 2023

Jul 21, 2023
SELL
$69.18 - $73.94 $70,148 - $74,975
-1,014 Reduced 27.02%
2,739 $198,000
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $11,666 - $12,952
166 Added 4.63%
3,753 $274,000
Q4 2022

Jan 17, 2023
BUY
$67.16 - $79.06 $10,678 - $12,570
159 Added 4.64%
3,587 $0
Q3 2022

Oct 13, 2022
SELL
$66.43 - $77.87 $3,852 - $4,516
-58 Reduced 1.66%
3,428 $228,000
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $30,655 - $34,984
436 Added 14.3%
3,486 $250,000
Q1 2022

Apr 26, 2022
BUY
$75.14 - $81.94 $826 - $901
11 Added 0.36%
3,050 $241,000
Q4 2021

Jan 19, 2022
SELL
$74.93 - $80.86 $11,314 - $12,209
-151 Reduced 4.73%
3,039 $246,000
Q3 2021

Oct 27, 2021
SELL
$74.23 - $78.13 $6,235 - $6,562
-84 Reduced 2.57%
3,190 $237,000
Q2 2021

Sep 07, 2021
BUY
$73.32 - $77.65 $160,204 - $169,665
2,185 Added 200.64%
3,274 $248,000
Q1 2021

Sep 07, 2021
BUY
$63.23 - $73.67 $442 - $515
7 Added 0.65%
1,089 $79,000
Q4 2020

Sep 07, 2021
BUY
$54.8 - $65.16 $219 - $260
4 Added 0.37%
1,082 $69,000
Q3 2020

Sep 07, 2021
BUY
$50.37 - $58.54 $54,298 - $63,106
1,078 New
1,078 $60,000

Others Institutions Holding SCHD

# of Institutions
2,063
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
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 Newbridge Financial Services Group, Inc. Portfolio

Follow Newbridge Financial Services Group, Inc. 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 Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email