Allied Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Allied Investment Advisors, LLC

  • $498 Million
  • Q4 2024

A detailed history of Allied Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 1,454,946 shares of SCHD stock, worth $41 Million. This represents 7.99% of its overall portfolio holdings.

Number of Shares
1,454,946
Previous 477,398 204.77%
Holding current value
$41 Million
Previous $40.4 Million 1.5%
% of portfolio
7.99%
Previous 7.99%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $26.3 Million - $83 Million
977,548 Added 204.77%
1,454,946 $39.7 Million
Q3 2024

Oct 04, 2024
BUY
$77.02 - $85.06 $36.6 Million - $40.4 Million
474,775 Added 18100.46%
477,398 $40.4 Million
Q1 2024

Apr 11, 2024
BUY
$75.25 - $80.63 $197,380 - $211,492
2,623 New
2,623 $211,000
Q2 2022

Jul 13, 2022
SELL
$70.31 - $80.24 $184,423 - $210,469
-2,623 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$74.93 - $80.86 $196,541 - $212,095
2,623 New
2,623 $212,000

Others Institutions Holding SCHD

# of Institutions
1,936
Shares Held
822M
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
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Allied Investment Advisors, LLC Portfolio

Follow Allied Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allied Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allied Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email