Second Half Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Second Half Financial Partners, LLC

$129 Million
Q4 2024

A detailed history of Second Half Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 266,676 shares of SCHD stock, worth $7.52 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares

266,676

Previous 104,563 155.04%

Holding current value

$7.52 Million

Previous $8.84 Million 17.57%

% of portfolio

5.66%

Previous 5.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $4.37 Million - $13.8 Million	162,113 Added 155.04%	266,676 $7.29 Million
Q3 2024 Nov 08, 2024	BUY	$77.02 - $85.06 $8.05 Million - $8.89 Million	104,563 New	104,563 $8.84 Million
Q1 2024 May 09, 2024	BUY	$75.25 - $80.63 $260,064 - $278,657	3,456 Added 2.11%	166,999 $13.5 Million
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $4.02 Million - $4.59 Million	60,153 Added 58.18%	163,543 $12.5 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $6.83 Million - $7.31 Million	96,662 Added 1436.71%	103,390 $7.32 Million
Q3 2023 Nov 03, 2023	SELL	$70.63 - $75.66 $2.15 Million - $2.3 Million	-30,463 Reduced 81.91%	6,728 $476,000
Q2 2023 Aug 07, 2023	BUY	$69.18 - $73.94 $508,057 - $543,015	7,344 Added 24.61%	37,191 $2.7 Million
Q1 2023 May 11, 2023	SELL	$70.28 - $78.03 $6,746 - $7,490	-96 Reduced 0.32%	29,847 $2.18 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $70,719 - $83,250	1,053 Added 3.64%	29,943 $2.26 Million
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $35,739 - $41,894	-538 Reduced 1.83%	28,890 $1.92 Million
Q1 2022 Sep 20, 2022	BUY	$75.14 - $81.94 $2.21 Million - $2.41 Million	29,428 New	29,428 $2.15 Million

Others Institutions Holding SCHD

# of Institutions

1,934

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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Second Half Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History