Bridgewealth Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Bridgewealth Advisory Group, LLC

$275 Billion
Q3 2024

A detailed history of Bridgewealth Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 127,064 shares of SCHD stock, worth $3.57 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

127,064

Previous 113,955 11.5%

Holding current value

$3.57 Million

Previous $8.86 Billion 21.21%

% of portfolio

3.9%

Previous 3.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $1.01 Million - $1.12 Million	13,109 Added 11.5%	127,064 $10.7 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $909,795 - $961,880	12,001 Added 11.77%	113,955 $8.86 Billion
Q1 2024 Apr 18, 2024	BUY	$75.25 - $80.63 $4.15 Million - $4.45 Million	55,186 Added 118.0%	101,954 $8.22 Billion
Q4 2023 Feb 05, 2024	BUY	$66.9 - $76.32 $1.9 Million - $2.17 Million	28,473 Added 155.63%	46,768 $3.56 Billion
Q3 2023 Nov 09, 2023	BUY	$70.63 - $75.66 $707,924 - $758,340	10,023 Added 121.17%	18,295 $1.29 Billion
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $129,850 - $138,785	1,877 Added 29.35%	8,272 $601 Million
Q1 2023 May 15, 2023	SELL	$70.28 - $78.03 $118,492 - $131,558	-1,686 Reduced 20.86%	6,395 $468 Million
Q4 2022 Feb 24, 2023	BUY	$67.16 - $79.06 $542,719 - $638,883	8,081 New	8,081 $610 Million

Others Institutions Holding SCHD

# of Institutions

1,800

Shares Held

384M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Bridgewealth Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History