Aspire Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Aspire Capital Advisors LLC

  • $326 Million
  • Q3 2024

A detailed history of Aspire Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspire Capital Advisors LLC holds 347,509 shares of SCHD stock, worth $9.55 Million. This represents 9.01% of its overall portfolio holdings.

Number of Shares
347,509
Previous 328,171 5.89%
Holding current value
$9.55 Million
Previous $25.5 Million 15.11%
% of portfolio
9.01%
Previous 8.6%

Shares

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

Oct 23, 2024
BUY
$77.02 - $85.06 $1.49 Million - $1.64 Million
19,338 Added 5.89%
347,509 $29.4 Million
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $521,269 - $551,111
6,876 Added 2.14%
328,171 $25.5 Million
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $1.39 Million - $1.49 Million
18,458 Added 6.1%
321,295 $25.9 Million
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $153,669 - $175,307
2,297 Added 0.76%
302,837 $23.1 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $2.65 Million - $2.84 Million
37,492 Added 14.25%
300,540 $21.3 Million
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $475,474 - $508,189
6,873 Added 2.68%
263,048 $19.1 Million
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $251,953 - $279,737
3,585 Added 1.42%
256,175 $18.7 Million
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $11.7 Million - $13.8 Million
174,469 Added 223.33%
252,590 $19.1 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $292,358 - $342,705
4,401 Added 5.97%
78,121 $5.19 Million
Q2 2022

Aug 11, 2022
BUY
$70.31 - $80.24 $5.18 Million - $5.92 Million
73,720 New
73,720 $5.28 Million

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
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
  • Sector ETFs
  • Industry ETFs
More about SCHD
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