Financial Advocates Investment Management Schwab Strategic Tr Us Dividen Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Advocates Investment Management holds 14,937 shares of SCHD stock, worth $414,651. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,937

Previous 3,590 316.07%

Holding current value

$414,651

Previous $303,000 34.65%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $305,574 - $963,927	11,347 Added 316.07%	14,937 $408,000
Q3 2024 Oct 25, 2024	BUY	$77.02 - $85.06 $25,724 - $28,410	334 Added 10.26%	3,590 $303,000
Q2 2024 Jul 26, 2024	SELL	$75.81 - $80.15 $117,581 - $124,312	-1,551 Reduced 32.27%	3,256 $253,000
Q1 2024 May 01, 2024	BUY	$75.25 - $80.63 $46,655 - $49,990	620 Added 14.81%	4,807 $387,000
Q4 2023 Feb 08, 2024	SELL	$66.9 - $76.32 $665,320 - $759,002	-9,945 Reduced 70.37%	4,187 $318,000
Q3 2023 Oct 27, 2023	SELL	$70.63 - $75.66 $1,059 - $1,134	-15 Reduced 0.11%	14,132 $999,000
Q2 2023 Aug 07, 2023	SELL	$69.18 - $73.94 $53,130 - $56,785	-768 Reduced 5.15%	14,147 $1.03 Million
Q1 2023 May 11, 2023	SELL	$70.28 - $78.03 $2.72 Million - $3.02 Million	-38,723 Reduced 72.19%	14,915 $1.09 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $2.7 Million - $3.18 Million	40,248 Added 300.58%	53,638 $4.05 Million
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $142,492 - $167,031	-2,145 Reduced 13.81%	13,390 $889,000
Q2 2022 Aug 12, 2022	SELL	$70.31 - $80.24 $5.52 Million - $6.3 Million	-78,543 Reduced 83.49%	15,535 $1.11 Million
Q1 2022 May 11, 2022	BUY	$75.14 - $81.94 $98,809 - $107,751	1,315 Added 1.42%	94,078 $7.42 Million
Q4 2021 Feb 14, 2022	SELL	$74.93 - $80.86 $31,320 - $33,799	-418 Reduced 0.45%	92,763 $7.5 Million
Q3 2021 Nov 04, 2021	SELL	$74.23 - $78.13 $79,129 - $83,286	-1,066 Reduced 1.13%	93,181 $6.92 Million
Q2 2021 Aug 03, 2021	BUY	$73.32 - $77.65 $421,003 - $445,866	5,742 Added 6.49%	94,247 $7.13 Million
Q1 2021 May 10, 2021	BUY	$63.23 - $73.67 $817,247 - $952,184	12,925 Added 17.1%	88,505 $6.45 Million
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $433,577 - $515,545	7,912 Added 11.69%	75,580 $4.85 Million
Q3 2020 Nov 04, 2020	BUY	$50.37 - $58.54 $114,491 - $133,061	2,273 Added 3.48%	67,668 $3.74 Million
Q2 2020 Aug 14, 2020	BUY	$43.56 - $56.5 $312,804 - $405,726	7,181 Added 12.34%	65,395 $3.38 Million
Q1 2020 Apr 29, 2020	SELL	$39.5 - $59.28 $15,326 - $23,000	-388 Reduced 0.66%	58,214 $2.62 Million
Q4 2019 Feb 13, 2020	BUY	$52.87 - $58.15 $180,128 - $198,117	3,407 Added 6.17%	58,602 $3.39 Million
Q3 2019 Nov 13, 2019	SELL	$54.39 - $55.76 $45,578 - $46,726	-838 Reduced 1.5%	55,195 $3.02 Million
Q2 2019 Aug 08, 2019	BUY	N/A	7,907 Added 16.43%	56,033 $2.97 Million
Q1 2019 May 16, 2019	BUY	N/A	6,946 Added 16.87%	48,126 $2.52 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,913 Added 10.5%	41,180 $0
Q3 2018 Nov 14, 2018	BUY	N/A	51 Added 0.14%	37,267 $0
Q2 2018 Aug 09, 2018	BUY	N/A	4,209 Added 12.75%	37,216 $1.83 Million
Q1 2018 May 11, 2018	BUY	N/A	4,607 Added 16.22%	33,007 $1.62 Million
Q4 2017 Feb 15, 2018	BUY	N/A	28,400	28,400 $1.45 Million

Others Institutions Holding SCHD

# of Institutions

1,949

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Financial Advocates Investment Management Schwab Strategic Tr Us Dividen Transaction History