Ellenbecker Investment Group Schwab Strategic Tr Us Dividen Transaction History

Ellenbecker Investment Group

$520 Million
Q1 2025

A detailed history of Ellenbecker Investment Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ellenbecker Investment Group holds 130,263 shares of SCHD stock, worth $3.59 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

130,263

Previous 128,804 1.13%

Holding current value

$3.59 Million

Previous $3.52 Million 2.1%

% of portfolio

0.69%

Previous 0.65%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$27.01 - $28.54 $39,407 - $41,639	1,459 Added 1.13%	130,263 $3.59 Million
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $2.4 Million - $7.58 Million	89,222 Added 225.41%	128,804 $3.52 Million
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $418,449 - $462,130	5,433 Added 15.91%	39,582 $3.35 Million
Q2 2024 Jul 11, 2024	BUY	$75.81 - $80.15 $334,701 - $353,862	4,415 Added 14.85%	34,149 $2.66 Million
Q1 2024 Apr 09, 2024	BUY	$75.25 - $80.63 $57,340 - $61,440	762 Added 2.63%	29,734 $2.4 Million
Q4 2023 Feb 01, 2024	SELL	$66.9 - $76.32 $571,995 - $652,535	-8,550 Reduced 22.79%	28,972 $2.21 Million
Q3 2023 Oct 17, 2023	SELL	$70.63 - $75.66 $152,278 - $163,122	-2,156 Reduced 5.43%	37,522 $2.66 Million
Q2 2023 Jul 31, 2023	SELL	$69.18 - $73.94 $25,181 - $26,914	-364 Reduced 0.91%	39,678 $2.88 Million
Q1 2023 Apr 18, 2023	BUY	$70.28 - $78.03 $1.05 Million - $1.17 Million	14,998 Added 59.89%	40,042 $2.93 Million
Q4 2022 Jan 11, 2023	BUY	$67.16 - $79.06 $1.68 Million - $1.98 Million	25,044 New	25,044 $1.89 Million

Others Institutions Holding SCHD

# of Institutions

1,953

Shares Held

848M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Ellenbecker Investment Group Schwab Strategic Tr Us Dividen Transaction History