Principal Securities, Inc. Schwab Strategic Tr Us Dividen Transaction History

Principal Securities, Inc.

$4.44 Trillion
Q4 2024

A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Principal Securities, Inc. holds 345,972 shares of SCHD stock, worth $9.6 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

345,972

Previous 111,344 210.72%

Holding current value

$9.6 Million

Previous $9.41 Billion 0.43%

% of portfolio

0.21%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $6.32 Million - $19.9 Million	234,628 Added 210.72%	345,972 $9.45 Billion
Q3 2024 Oct 28, 2024	SELL	$77.02 - $85.06 $710,586 - $784,763	-9,226 Reduced 7.65%	111,344 $9.41 Billion
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $3.33 Million - $3.52 Million	-43,883 Reduced 26.68%	120,570 $9.38 Billion
Q1 2024 May 10, 2024	BUY	$75.25 - $80.63 $2.55 Million - $2.74 Million	33,941 Added 26.01%	164,453 $13.3 Billion
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $8.73 Million - $9.96 Million	130,512 New	130,512 $9.94 Billion

Others Institutions Holding SCHD

# of Institutions

1,948

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Account

Principal Securities, Inc. Schwab Strategic Tr Us Dividen Transaction History