Northeast Financial Consultants Inc Schwab Strategic Tr Us Dividen Transaction History

Northeast Financial Consultants Inc

  • $2.34 Billion
  • Q4 2024

A detailed history of Northeast Financial Consultants Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northeast Financial Consultants Inc holds 15,951 shares of SCHD stock, worth $439,928. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,951
Previous 5,317 200.0%
Holding current value
$439,928
Previous $449,000 3.12%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $286,373 - $903,358
10,634 Added 200.0%
15,951 $435,000
Q3 2024

Nov 15, 2024
BUY
$77.02 - $85.06 $409,515 - $452,264
5,317 New
5,317 $449,000
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $211 - $226
-3 Reduced 0.02%
14,681 $1.04 Million
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $327,982 - $350,549
4,741 Added 47.68%
14,684 $1.07 Million
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $646,154 - $717,407
-9,194 Reduced 48.04%
9,943 $727,000
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $99,262 - $116,850
1,478 Added 8.37%
19,137 $1.45 Million
Q3 2022

Nov 15, 2022
BUY
$66.43 - $77.87 $512,573 - $600,844
7,716 Added 77.6%
17,659 $1.17 Million
Q4 2021

Feb 11, 2022
BUY
$74.93 - $80.86 $146,712 - $158,323
1,958 Added 24.52%
9,943 $804,000
Q2 2021

Aug 16, 2021
BUY
$73.32 - $77.65 $77,205 - $81,765
1,053 Added 15.19%
7,985 $604,000
Q1 2021

May 13, 2021
BUY
$63.23 - $73.67 $1,264 - $1,473
20 Added 0.29%
6,932 $505,000
Q4 2020

Feb 12, 2021
BUY
$54.8 - $65.16 $378,777 - $450,385
6,912 New
6,912 $443,000

Others Institutions Holding SCHD

# of Institutions
1,955
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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