Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History

Accordant Advisory Group Inc

  • $102 Billion
  • Q1 2025

A detailed history of Accordant Advisory Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accordant Advisory Group Inc holds 8,545 shares of SCHD stock, worth $217,384. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,545
Previous 6,075 40.66%
Holding current value
$217,384
Previous $166 Million 43.95%
% of portfolio
0.23%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$27.01 - $28.54 $66,714 - $70,493
2,470 Added 40.66%
8,545 $239 Million
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $109,066 - $344,047
4,050 Added 200.0%
6,075 $166 Million
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $1,925 - $2,126
25 Added 1.25%
2,025 $171 Million
Q2 2024

Jul 18, 2024
SELL
$75.81 - $80.15 $68,229 - $72,135
-900 Reduced 31.03%
2,000 $156 Million
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $218,225 - $233,827
2,900 New
2,900 $234 Million

Others Institutions Holding SCHD

# of Institutions
1,964
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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