A detailed history of Sowell Financial Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sowell Financial Services LLC holds 72,243 shares of SCHD stock, worth $1.99 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
72,243
Previous 95,257 24.16%
Holding current value
$1.99 Million
Previous $7.41 Million 17.56%
% of portfolio
0.29%
Previous 0.36%

Shares

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

Oct 04, 2024

SELL
$77.02 - $85.06 $1.77 Million - $1.96 Million
-23,014 Reduced 24.16%
72,243 $6.11 Million
Q2 2024

Aug 13, 2024

SELL
$75.81 - $80.15 $1.39 Million - $1.47 Million
-18,304 Reduced 16.12%
95,257 $7.41 Million
Q1 2024

May 03, 2024

SELL
$75.25 - $80.63 $1.57 Million - $1.69 Million
-20,928 Reduced 15.56%
113,561 $9.16 Million
Q4 2023

Jan 24, 2024

SELL
$66.9 - $76.32 $2.2 Million - $2.51 Million
-32,898 Reduced 19.65%
134,489 $10.2 Million
Q3 2023

Nov 08, 2023

SELL
$70.63 - $75.66 $1.35 Million - $1.44 Million
-19,092 Reduced 10.24%
167,387 $11.8 Million
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $11 Million - $11.8 Million
159,582 Added 593.31%
186,479 $13.5 Million
Q1 2023

May 12, 2023

SELL
$70.28 - $78.03 $11.6 Million - $12.9 Million
-165,739 Reduced 86.04%
26,897 $1.97 Million
Q4 2022

Feb 09, 2023

BUY
$67.16 - $79.06 $11 Million - $12.9 Million
163,255 Added 555.65%
192,636 $14.6 Million
Q3 2022

Nov 15, 2022

BUY
$66.43 - $77.87 $1.95 Million - $2.29 Million
29,381 New
29,381 $1.95 Million
Q1 2022

May 13, 2022

SELL
$75.14 - $81.94 $1.27 Million - $1.39 Million
-16,903 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$74.93 - $80.86 $1.27 Million - $1.37 Million
16,903 New
16,903 $1.37 Million
Q2 2021

Aug 05, 2021

SELL
$73.32 - $77.65 $3.46 Million - $3.67 Million
-47,239 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$63.23 - $73.67 $1.89 Million - $2.2 Million
29,840 Added 171.5%
47,239 $3.64 Million
Q4 2020

Jan 13, 2021

SELL
$54.8 - $65.16 $83,405 - $99,173
-1,522 Reduced 8.04%
17,399 $1.12 Million
Q3 2020

Nov 12, 2020

BUY
$50.37 - $58.54 $737,215 - $856,791
14,636 Added 341.56%
18,921 $1.05 Million
Q2 2020

Aug 13, 2020

BUY
$43.56 - $56.5 $129,939 - $168,539
2,983 Added 229.11%
4,285 $222,000
Q1 2020

May 12, 2020

SELL
$39.5 - $59.28 $1.49 Million - $2.24 Million
-37,766 Reduced 96.67%
1,302 $59,000
Q4 2019

Feb 07, 2020

BUY
$52.87 - $58.15 $431,472 - $474,562
8,161 Added 26.41%
39,068 $0
Q3 2019

Nov 14, 2019

SELL
$54.39 - $55.76 $4.23 Million - $4.34 Million
-77,810 Reduced 71.57%
30,907 $1.69 Million
Q1 2019

May 15, 2019

BUY
N/A
42,464 Added 64.09%
108,717 $0
Q4 2018

Mar 05, 2019

BUY
N/A
66,253 New
66,253 $3.11 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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