Safeguard Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Safeguard Financial, LLC

  • $458 Million
  • Q4 2024

A detailed history of Safeguard Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Safeguard Financial, LLC holds 66,756 shares of SCHD stock, worth $1.84 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
66,756
Previous 19,517 242.04%
Holding current value
$1.84 Million
Previous $1.65 Million 10.55%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Jan 14, 2025
BUY
$26.93 - $84.95 $1.27 Million - $4.01 Million
47,239 Added 242.04%
66,756 $1.82 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $158,430 - $174,968
2,057 Added 11.78%
19,517 $1.65 Million
Q2 2024

Aug 07, 2024
BUY
$75.81 - $80.15 $95,217 - $100,668
1,256 Added 7.75%
17,460 $1.36 Million
Q1 2024

Apr 09, 2024
BUY
$75.25 - $80.63 $20,769 - $22,253
276 Added 1.73%
16,204 $1.31 Million
Q4 2023

Jan 30, 2024
SELL
$66.9 - $76.32 $7,091 - $8,089
-106 Reduced 0.66%
15,928 $1.21 Million
Q3 2023

Oct 30, 2023
BUY
$70.63 - $75.66 $189,217 - $202,693
2,679 Added 20.06%
16,034 $1.13 Million
Q2 2023

Aug 07, 2023
SELL
$69.18 - $73.94 $511,724 - $546,934
-7,397 Reduced 35.64%
13,355 $969,000
Q1 2023

Apr 26, 2023
BUY
$70.28 - $78.03 $2,319 - $2,574
33 Added 0.16%
20,752 $1.52 Million
Q4 2022

Jan 10, 2023
BUY
$67.16 - $79.06 $1.39 Million - $1.64 Million
20,719 New
20,719 $1.57 Million

Others Institutions Holding SCHD

# of Institutions
1,873
Shares Held
561M
Call Options Held
3.32M
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
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