Sym Financial Corp Schwab Strategic Tr Us Dividen Transaction History

Sym Financial Corp

  • $745 Million
  • Q3 2024

A detailed history of Sym Financial Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sym Financial Corp holds 17,159 shares of SCHD stock, worth $470,842. This represents 0.19% of its overall portfolio holdings.

Number of Shares
17,159
Previous 20,227 15.17%
Holding current value
$470,842
Previous $1.57 Million 7.76%
% of portfolio
0.19%
Previous 0.25%

Shares

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

Nov 14, 2024
SELL
$77.02 - $85.06 $236,297 - $260,964
-3,068 Reduced 15.17%
17,159 $1.45 Million
Q2 2024

Aug 08, 2024
SELL
$75.81 - $80.15 $1.87 Million - $1.98 Million
-24,715 Reduced 54.99%
20,227 $1.57 Million
Q1 2024

May 06, 2024
SELL
$75.25 - $80.63 $5.52 Million - $5.91 Million
-73,295 Reduced 61.99%
44,942 $3.62 Million
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $271,145 - $309,324
-4,053 Reduced 3.31%
118,237 $9 Million
Q3 2023

Oct 27, 2023
BUY
$70.63 - $75.66 $8.51 Million - $9.12 Million
120,483 Added 6667.57%
122,290 $8.65 Million
Q2 2023

Aug 02, 2023
SELL
$69.18 - $73.94 $415 - $443
-6 Reduced 0.33%
1,807 $131,000
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $421 - $468
6 Added 0.33%
1,813 $132,000
Q4 2022

Jan 19, 2023
SELL
$67.16 - $79.06 $3,559 - $4,190
-53 Reduced 2.85%
1,807 $0
Q2 2022

Jul 19, 2022
SELL
$70.31 - $80.24 $60,536 - $69,086
-861 Reduced 31.64%
1,860 $133,000
Q4 2021

Feb 03, 2022
BUY
$74.93 - $80.86 $7,567 - $8,166
101 Added 3.85%
2,721 $220,000
Q4 2020

Jan 26, 2021
BUY
$54.8 - $65.16 $143,576 - $170,719
2,620 New
2,620 $168,000
Q1 2018

May 15, 2018
SELL
N/A
-1,674 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
1,674
1,674 $86,000

Others Institutions Holding SCHD

# of Institutions
1,763
Shares Held
277M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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