American Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

American Financial Advisors, LLC

$703 Million
Q3 2024

A detailed history of American Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, American Financial Advisors, LLC holds 358,682 shares of SCHD stock, worth $10.1 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

358,682

Previous 362,959 1.18%

Holding current value

$10.1 Million

Previous $28.2 Million 7.43%

% of portfolio

4.31%

Previous 4.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$77.02 - $85.06 $329,414 - $363,801	-4,277 Reduced 1.18%	358,682 $30.3 Million
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $1.35 Million - $1.43 Million	17,834 Added 5.17%	362,959 $28.2 Million
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $533,597 - $571,747	7,091 Added 2.1%	345,125 $27.8 Million
Q4 2023 Jan 31, 2024	BUY	$66.9 - $76.32 $427,892 - $488,142	6,396 Added 1.93%	338,034 $25.7 Million
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $4.97 Million - $5.33 Million	70,403 Added 26.95%	331,638 $23.5 Million
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $15.4 Million - $16.5 Million	222,602 Added 576.2%	261,235 $19 Million
Q1 2023 Apr 18, 2023	BUY	$70.28 - $78.03 $1.17 Million - $1.3 Million	16,624 Added 75.53%	38,633 $2.83 Million
Q4 2022 Jan 26, 2023	BUY	$67.16 - $79.06 $1.07 Million - $1.25 Million	15,868 Added 258.39%	22,009 $0
Q3 2022 Oct 17, 2022	BUY	$66.43 - $77.87 $40,123 - $47,033	604 Added 10.91%	6,141 $408,000
Q2 2022 Aug 01, 2022	BUY	$70.31 - $80.24 $91,895 - $104,873	1,307 Added 30.9%	5,537 $397,000
Q1 2022 Apr 27, 2022	BUY	$75.14 - $81.94 $11,571 - $12,618	154 Added 3.78%	4,230 $334,000
Q4 2021 Feb 02, 2022	BUY	$74.93 - $80.86 $7,193 - $7,762	96 Added 2.41%	4,076 $329,000
Q3 2021 Nov 05, 2021	BUY	$74.23 - $78.13 $12,173 - $12,813	164 Added 4.3%	3,980 $295,000
Q2 2021 Aug 05, 2021	BUY	$73.32 - $77.65 $7,478 - $7,920	102 Added 2.75%	3,816 $289,000
Q1 2021 May 13, 2021	BUY	$63.23 - $73.67 $821 - $957	13 Added 0.35%	3,714 $271,000
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $3,616 - $4,300	66 Added 1.82%	3,701 $237,000
Q3 2020 Nov 09, 2020	SELL	$50.37 - $58.54 $14,456 - $16,800	-287 Reduced 7.32%	3,635 $201,000
Q2 2020 Jul 30, 2020	BUY	$43.56 - $56.5 $170,842 - $221,593	3,922 New	3,922 $211,000
Q1 2020 May 01, 2020	SELL	$39.5 - $59.28 $146,110 - $219,276	-3,699 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$52.87 - $58.15 $195,566 - $215,096	3,699 New	3,699 $202,000

Others Institutions Holding SCHD

# of Institutions

1,794

Shares Held

371M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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American Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History