United Advisor Group, LLC Schwab Strategic Tr Us Dividen Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, United Advisor Group, LLC holds 17,169 shares of SCHD stock, worth $477,813. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,169
Previous 12,977 32.3%
Holding current value
$477,813
Previous $1.01 Million 43.81%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Oct 30, 2024
BUY
$77.02 - $85.06 $322,867 - $356,571
4,192 Added 32.3%
17,169 $1.45 Million
Q2 2024

Aug 08, 2024
BUY
$75.81 - $80.15 $983,786 - $1.04 Million
12,977 New
12,977 $1.01 Million

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
Call Options Held
1.92M
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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