York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 19,894 shares of SCHD stock, worth $545,891. This represents 0.38% of its overall portfolio holdings.

Number of Shares

19,894

Previous 18,668 6.57%

Holding current value

$545,891

Previous $1.24 Million 21.13%

% of portfolio

0.38%

Previous 0.32%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$67.16 - $79.06 $82,338 - $96,927	1,226 Added 6.57%	19,894 $0
Q3 2022 Oct 18, 2022	SELL	$66.43 - $77.87 $138,506 - $162,358	-2,085 Reduced 10.05%	18,668 $1.24 Million
Q2 2022 Jul 15, 2022	BUY	$70.31 - $80.24 $300,012 - $342,384	4,267 Added 25.88%	20,753 $1.49 Million
Q1 2022 Apr 15, 2022	BUY	$75.14 - $81.94 $39,373 - $42,936	524 Added 3.28%	16,486 $1.3 Million
Q4 2021 Jan 19, 2022	BUY	$74.93 - $80.86 $107,449 - $115,953	1,434 Added 9.87%	15,962 $1.29 Million
Q3 2021 Oct 22, 2021	BUY	$74.23 - $78.13 $29,543 - $31,095	398 Added 2.82%	14,528 $1.08 Million
Q2 2021 Jul 22, 2021	SELL	$73.32 - $77.65 $8,798 - $9,318	-120 Reduced 0.84%	14,130 $1.07 Million
Q1 2021 Apr 15, 2021	BUY	$63.23 - $73.67 $55,263 - $64,387	874 Added 6.53%	14,250 $1.04 Million
Q4 2020 Jan 19, 2021	BUY	$54.8 - $65.16 $119,409 - $141,983	2,179 Added 19.46%	13,376 $858,000
Q3 2020 Oct 19, 2020	SELL	$50.37 - $58.54 $3,928 - $4,566	-78 Reduced 0.69%	11,197 $619,000
Q2 2020 Jul 20, 2020	SELL	$43.56 - $56.5 $4,660 - $6,045	-107 Reduced 0.94%	11,275 $583,000
Q1 2020 Apr 16, 2020	SELL	$39.5 - $59.28 $46,649 - $70,009	-1,181 Reduced 9.4%	11,382 $512,000
Q4 2019 Jan 17, 2020	BUY	$52.87 - $58.15 $16,654 - $18,317	315 Added 2.57%	12,563 $728,000
Q3 2019 Oct 21, 2019	BUY	$54.39 - $55.76 $9,137 - $9,367	168 Added 1.39%	12,248 $671,000
Q2 2019 Jul 18, 2019	SELL	N/A	-142 Reduced 1.16%	12,080 $641,000
Q1 2019 May 09, 2019	SELL	N/A	-449 Reduced 3.54%	12,222 $639,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,070 Added 19.53%	12,671 $595,000
Q3 2018 Nov 14, 2018	SELL	N/A	-149 Reduced 1.39%	10,601 $563,000
Q2 2018 Aug 10, 2018	BUY	N/A	1 Added 0.01%	10,750 $530,000
Q1 2018 May 15, 2018	SELL	N/A	-608 Reduced 5.35%	10,749 $529,000
Q4 2017 Feb 12, 2018	BUY	N/A	6,002 Added 112.08%	11,357 $567,000
Q3 2017 Oct 27, 2017	SELL	N/A	-1,930 Reduced 26.49%	5,355 $251,000
Q2 2017 Aug 14, 2017	BUY	N/A	7,285	7,285 $329,000

Others Institutions Holding SCHD

# of Institutions

1,762

Shares Held

278M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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York Bridge Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History