Gradient Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 130,147 shares of SCHD stock, worth $3.59 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
130,147
Previous 43,300 200.57%
Holding current value
$3.59 Million
Previous $3.66 Million 2.87%
% of portfolio
1.17%
Previous 1.24%

Shares

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

Jan 29, 2025
BUY
$26.93 - $84.95 $2.34 Million - $7.38 Million
86,847 Added 200.57%
130,147 $3.56 Million
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $118,379 - $130,737
1,537 Added 3.68%
43,300 $3.66 Million
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $167,615 - $177,211
2,211 Added 5.59%
41,763 $3.25 Million
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $288,583 - $309,216
3,835 Added 10.74%
39,552 $3.19 Million
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $368,284 - $420,141
5,505 Added 18.22%
35,717 $2.72 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $66,674 - $71,423
944 Added 3.23%
30,212 $2.14 Million
Q2 2023

Jul 18, 2023
BUY
$69.18 - $73.94 $232,721 - $248,734
3,364 Added 12.99%
29,268 $2.13 Million
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $69,225 - $76,859
985 Added 3.95%
25,904 $1.9 Million
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $324,248 - $381,701
4,828 Added 24.03%
24,919 $1.88 Million
Q3 2022

Nov 04, 2022
BUY
$66.43 - $77.87 $225,862 - $264,758
3,400 Added 20.37%
20,091 $1.34 Million
Q2 2022

Jul 18, 2022
BUY
$70.31 - $80.24 $16,452 - $18,776
234 Added 1.42%
16,691 $1.2 Million
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $85,584 - $93,329
1,139 Added 7.44%
16,457 $1.3 Million
Q4 2021

Jan 31, 2022
BUY
$74.93 - $80.86 $33,868 - $36,548
452 Added 3.04%
15,318 $1.24 Million
Q3 2021

Nov 02, 2021
BUY
$74.23 - $78.13 $24,273 - $25,548
327 Added 2.25%
14,866 $1.1 Million
Q2 2021

Aug 02, 2021
BUY
$73.32 - $77.65 $332,212 - $351,832
4,531 Added 45.27%
14,539 $1.1 Million
Q1 2021

Apr 21, 2021
BUY
$63.23 - $73.67 $41,542 - $48,401
657 Added 7.03%
10,008 $730,000
Q4 2020

Jan 20, 2021
BUY
$54.8 - $65.16 $48,552 - $57,731
886 Added 10.47%
9,351 $600,000
Q3 2020

Oct 21, 2020
BUY
$50.37 - $58.54 $28,710 - $33,367
570 Added 7.22%
8,465 $468,000
Q2 2020

Jul 28, 2020
SELL
$43.56 - $56.5 $2,308 - $2,994
-53 Reduced 0.67%
7,895 $409,000
Q1 2020

Apr 22, 2020
SELL
$39.5 - $59.28 $31,797 - $47,720
-805 Reduced 9.2%
7,948 $357,000
Q4 2019

Jan 16, 2020
SELL
$52.87 - $58.15 $13,428 - $14,770
-254 Reduced 2.82%
8,753 $507,000
Q3 2019

Oct 22, 2019
SELL
$54.39 - $55.76 $19,743 - $20,240
-363 Reduced 3.87%
9,007 $493,000
Q2 2019

Jul 16, 2019
SELL
N/A
-1,397 Reduced 12.97%
9,370 $497,000
Q1 2019

Apr 16, 2019
SELL
N/A
-318 Reduced 2.87%
10,767 $563,000
Q4 2018

Jan 30, 2019
BUY
N/A
6 Added 0.05%
11,085 $521,000
Q3 2018

Nov 06, 2018
BUY
N/A
74 Added 0.67%
11,079 $587,000
Q2 2018

Jul 26, 2018
SELL
N/A
-271 Reduced 2.4%
11,005 $542,000
Q1 2018

Apr 20, 2018
BUY
N/A
63 Added 0.56%
11,276 $553,000
Q4 2017

Feb 12, 2018
BUY
N/A
11,213
11,213 $574,000

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
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More about SCHD
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