Builder Investment Group Inc /Adv Schwab Strategic Tr Us Dividen Transaction History

Builder Investment Group Inc /Adv

$368 Billion
Q4 2024

A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 26,028 shares of SCHD stock, worth $742,839. This represents 0.19% of its overall portfolio holdings.

Number of Shares

26,028

Previous 8,665 200.38%

Holding current value

$742,839

Previous $732 Million 2.92%

% of portfolio

0.19%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $467,585 - $1.47 Million	17,363 Added 200.38%	26,028 $711 Million
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $1,617 - $1,786	21 Added 0.24%	8,665 $732 Million
Q2 2024 Jul 31, 2024	BUY	$75.81 - $80.15 $7,126 - $7,534	94 Added 1.1%	8,644 $672 Million
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $40,033 - $42,895	532 Added 6.64%	8,550 $689 Million
Q4 2023 Jan 22, 2024	BUY	$66.9 - $76.32 $535 - $610	8 Added 0.1%	8,018 $610 Million
Q3 2023 Oct 18, 2023	BUY	$70.63 - $75.66 $141 - $151	2 Added 0.02%	8,010 $567 Million
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $2,006 - $2,144	29 Added 0.36%	8,008 $582 Million
Q1 2023 May 10, 2023	BUY	$70.28 - $78.03 $70 - $78	1 Added 0.01%	7,979 $584 Million
Q4 2022 Feb 24, 2023	BUY	$67.16 - $79.06 $535,802 - $630,740	7,978 New	7,978 $603 Million

Others Institutions Holding SCHD

# of Institutions

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Builder Investment Group Inc /Adv, based on Form 13F filings with the SEC.

News

Stay updated on Builder Investment Group Inc /Adv with notifications on news.

Account

Builder Investment Group Inc /Adv Schwab Strategic Tr Us Dividen Transaction History