Adviser Investments LLC Schwab Strategic Tr Us Dividen Transaction History

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024

A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adviser Investments LLC holds 14,388 shares of SCHD stock, worth $396,533. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,388
Previous 15,155 5.06%
Holding current value
$396,533
Previous $1.18 Million 3.23%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024
SELL
$77.02 - $85.06 $59,074 - $65,241
-767 Reduced 5.06%
14,388 $1.22 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $22,743 - $24,045
300 Added 2.02%
15,155 $1.18 Million
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $232,597 - $249,227
3,091 Added 26.28%
14,855 $1.2 Million
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $263,987 - $301,158
3,946 Added 50.47%
11,764 $895,000
Q3 2023

Oct 11, 2023
BUY
$70.63 - $75.66 $143,520 - $153,741
2,032 Added 35.12%
7,818 $553,000
Q2 2023

Aug 04, 2023
BUY
$69.18 - $73.94 $17,433 - $18,632
252 Added 4.55%
5,786 $420,000
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $52,358 - $58,132
745 Added 15.56%
5,534 $404,000
Q4 2022

Jan 19, 2023
SELL
$67.16 - $79.06 $2,820 - $3,320
-42 Reduced 0.87%
4,789 $0
Q3 2022

Oct 14, 2022
SELL
$66.43 - $77.87 $32,882 - $38,545
-495 Reduced 9.29%
4,831 $321,000
Q2 2022

Jul 14, 2022
BUY
$70.31 - $80.24 $11,179 - $12,758
159 Added 3.08%
5,326 $381,000
Q1 2022

May 04, 2022
BUY
$75.14 - $81.94 $27,651 - $30,153
368 Added 7.67%
5,167 $408,000
Q4 2021

Jan 31, 2022
SELL
$74.93 - $80.86 $1,123 - $1,212
-15 Reduced 0.31%
4,799 $388,000
Q3 2021

Nov 05, 2021
BUY
$74.23 - $78.13 $357,343 - $376,117
4,814 New
4,814 $357,000
Q3 2018

Nov 14, 2018
SELL
N/A
-129 Closed
0 $0
Q2 2018

Aug 02, 2018
BUY
N/A
129 New
129 $6,000

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
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
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More about SCHD
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