Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Bruce G. Allen Investments, LLC

  • $123 Billion
  • Q4 2024

A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 281,838 shares of SCHD stock, worth $7.69 Million. This represents 6.25% of its overall portfolio holdings.

Number of Shares
281,838
Previous 90,161 212.59%
Holding current value
$7.69 Million
Previous $7.62 Billion 1.03%
% of portfolio
6.25%
Previous 5.92%

Shares

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

Jan 10, 2025
BUY
$26.93 - $84.95 $5.16 Million - $16.3 Million
191,677 Added 212.59%
281,838 $7.7 Billion
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $121,691 - $134,394
1,580 Added 1.78%
90,161 $7.62 Billion
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $104,011 - $109,965
-1,372 Reduced 1.53%
88,581 $6.89 Billion
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $263,901 - $282,769
3,507 Added 4.06%
89,953 $7.25 Billion
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $5.78 Million - $6.6 Million
86,446 New
86,446 $6.58 Billion

Others Institutions Holding SCHD

# of Institutions
1,948
Shares Held
825M
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 Bruce G. Allen Investments, LLC Portfolio

Follow Bruce G. Allen Investments, 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 Bruce G. Allen Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bruce G. Allen Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email