Nikulski Financial, Inc. Schwab Strategic Tr Us Dividen Transaction History

Nikulski Financial, Inc.

$333 Million
Q4 2024

A detailed history of Nikulski Financial, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nikulski Financial, Inc. holds 120,560 shares of SCHD stock, worth $3.43 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

120,560

Previous 40,352 198.77%

Holding current value

$3.43 Million

Previous $3.41 Million 3.43%

% of portfolio

0.99%

Previous 1.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $2.16 Million - $6.81 Million	80,208 Added 198.77%	120,560 $3.29 Million
Q3 2024 Oct 28, 2024	SELL	$77.02 - $85.06 $86,108 - $95,097	-1,118 Reduced 2.7%	40,352 $3.41 Million
Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $53,067 - $56,105	700 Added 1.72%	41,470 $3.22 Million
Q1 2024 Apr 18, 2024	BUY	$75.25 - $80.63 $108,510 - $116,268	1,442 Added 3.67%	40,770 $3.29 Million
Q4 2023 Feb 01, 2024	BUY	$66.9 - $76.32 $34,788 - $39,686	520 Added 1.34%	39,328 $2.99 Million
Q3 2023 Oct 17, 2023	SELL	$70.63 - $75.66 $3,884 - $4,161	-55 Reduced 0.14%	38,808 $2.75 Million
Q2 2023 Jul 27, 2023	SELL	$69.18 - $73.94 $4,150 - $4,436	-60 Reduced 0.15%	38,863 $2.82 Million
Q1 2023 May 11, 2023	SELL	$70.28 - $78.03 $54,818 - $60,863	-780 Reduced 1.96%	38,923 $2.85 Million
Q4 2022 Jan 25, 2023	BUY	$67.16 - $79.06 $6,716 - $7,906	100 Added 0.25%	39,703 $0
Q3 2022 Oct 20, 2022	SELL	$66.43 - $77.87 $11,957 - $14,016	-180 Reduced 0.45%	39,603 $2.63 Million
Q2 2022 Jul 19, 2022	BUY	$70.31 - $80.24 $11,249 - $12,838	160 Added 0.4%	39,783 $2.85 Million
Q1 2022 Apr 08, 2022	BUY	$75.14 - $81.94 $13,149 - $14,339	175 Added 0.44%	39,623 $3.13 Million
Q4 2021 Feb 01, 2022	SELL	$74.93 - $80.86 $114,268 - $123,311	-1,525 Reduced 3.72%	39,448 $3.19 Million
Q3 2021 Nov 05, 2021	BUY	$74.23 - $78.13 $97,018 - $102,115	1,307 Added 3.3%	40,973 $3.04 Million
Q2 2021 Aug 11, 2021	BUY	$73.32 - $77.65 $29,181 - $30,904	398 Added 1.01%	39,666 $3.01 Million
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $70,944 - $82,657	1,122 Added 2.94%	39,268 $2.86 Million
Q4 2020 Feb 09, 2021	SELL	$54.8 - $65.16 $27,619 - $32,840	-504 Reduced 1.3%	38,146 $2.45 Million
Q3 2020 Nov 10, 2020	SELL	$50.37 - $58.54 $150,757 - $175,210	-2,993 Reduced 7.19%	38,650 $2.14 Million
Q2 2020 Jul 17, 2020	BUY	$43.56 - $56.5 $4,181 - $5,424	96 Added 0.23%	41,643 $2.16 Million
Q1 2020 Apr 29, 2020	BUY	$39.5 - $59.28 $22,633 - $33,967	573 Added 1.4%	41,547 $1.87 Million
Q4 2019 Feb 04, 2020	BUY	$52.87 - $58.15 $143,859 - $158,226	2,721 Added 7.11%	40,974 $2.37 Million
Q3 2019 Oct 22, 2019	BUY	$54.39 - $55.76 $66,192 - $67,859	1,217 Added 3.29%	38,253 $2.08 Million
Q2 2019 Jul 22, 2019	BUY	N/A	369 Added 1.01%	37,036 $1.99 Million
Q1 2019 Apr 12, 2019	BUY	N/A	910 Added 2.54%	36,667 $1.92 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-5,494 Reduced 13.32%	35,757 $1.68 Million
Q3 2018 Nov 02, 2018	BUY	N/A	713 Added 1.76%	41,251 $2.06 Million
Q2 2018 Aug 10, 2018	BUY	N/A	2,664 Added 7.03%	40,538 $2 Million
Q1 2018 May 11, 2018	BUY	N/A	9,013 Added 31.23%	37,874 $1.86 Million
Q4 2017 Feb 09, 2018	BUY	N/A	28,861	28,861 $1.48 Million

Others Institutions Holding SCHD

# of Institutions

1,936

Shares Held

822M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Nikulski Financial, Inc. Schwab Strategic Tr Us Dividen Transaction History