Ellenbecker Investment Group Schwab Strategic Tr Us Dividen Transaction History

Ellenbecker Investment Group

  • $527 Million
  • Q3 2024

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 39,582 shares of SCHD stock, worth $1.08 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
39,582
Previous 34,149 15.91%
Holding current value
$1.08 Million
Previous $2.66 Million 25.99%
% of portfolio
0.63%
Previous 0.54%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,762
Shares Held
281M
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
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More about SCHD
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