Beacon Financial Advisory LLC Schwab Strategic Tr Us Dividen Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 10,953 shares of SCHD stock, worth $307,012. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,953
Previous 3,331 228.82%
Holding current value
$307,012
Previous $281,000 6.41%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jan 27, 2025
BUY
$26.93 - $84.95 $205,260 - $647,488
7,622 Added 228.82%
10,953 $299,000
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $256,553 - $283,334
3,331 New
3,331 $281,000
Q4 2020

Jan 25, 2021
BUY
$54.8 - $65.16 $467,718 - $556,140
8,535 New
8,535 $547,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
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
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