Goal Vest Advisory LLC Schwab Strategic Tr Us Dividen Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025

A detailed history of Goal Vest Advisory LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Goal Vest Advisory LLC holds 14,595 shares of SCHD stock, worth $402,530. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,595
Previous 15,024 2.86%
Holding current value
$402,530
Previous $410,000 1.95%
% of portfolio
0.11%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
SELL
$27.01 - $28.54 $11,587 - $12,243
-429 Reduced 2.86%
14,595 $402,000
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $269,730 - $850,859
10,016 Added 200.0%
15,024 $410,000
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $345,924 - $370,656
4,597 Added 1118.49%
5,008 $403,000
Q1 2022

May 03, 2022
BUY
$75.14 - $81.94 $30,882 - $33,677
411 New
411 $32,000
Q1 2021

May 13, 2021
SELL
$63.23 - $73.67 $316 - $368
-5 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$54.8 - $65.16 $274 - $325
5 New
5 $0

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
850M
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
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