Penney Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Penney Financial, LLC

  • $147 Billion
  • Q3 2024

A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Penney Financial, LLC holds 90,176 shares of SCHD stock, worth $2.46 Million. This represents 5.2% of its overall portfolio holdings.

Number of Shares
90,176
Previous 84,021 7.33%
Holding current value
$2.46 Million
Previous $6.53 Billion 16.67%
% of portfolio
5.2%
Previous 4.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 31, 2024
BUY
$77.02 - $85.06 $474,058 - $523,544
6,155 Added 7.33%
90,176 $7.62 Billion
Q2 2024

Dec 31, 2024
BUY
$75.81 - $80.15 $393,226 - $415,738
5,187 Added 6.58%
84,021 $6.53 Billion
Q1 2024

Dec 31, 2024
BUY
$75.25 - $80.63 $424,786 - $455,156
5,645 Added 7.71%
78,834 $6.36 Billion
Q4 2023

Dec 26, 2024
BUY
$66.9 - $76.32 $4.9 Million - $5.59 Million
73,189 New
73,189 $5.57 Billion

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
281M
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
Track This Portfolio

Track Penney Financial, LLC Portfolio

Follow Penney Financial, 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 Penney Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Penney Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email