Hcr Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Hcr Wealth Advisors

  • $759 Million
  • Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hcr Wealth Advisors holds 7,188 shares of SCHD stock, worth $182,718. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,188
Holding current value
$182,718
% of portfolio
0.03%

Shares

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

Apr 21, 2025
BUY
$27.01 - $28.54 $194,147 - $205,145
7,188 New
7,188 $200,000
Q3 2024

Oct 10, 2024
BUY
$77.02 - $85.06 $182,229 - $201,251
2,366 New
2,366 $199,000
Q1 2021

May 13, 2021
SELL
$63.23 - $73.67 $3,793 - $4,420
-60 Closed
0 $0
Q4 2020

Feb 04, 2021
SELL
$54.8 - $65.16 $14,796 - $17,593
-270 Reduced 81.82%
60 $4,000
Q2 2020

Jul 30, 2020
BUY
$43.56 - $56.5 $435 - $565
10 Added 3.13%
330 $17,000
Q4 2019

Feb 07, 2020
BUY
$52.87 - $58.15 $16,918 - $18,608
320 New
320 $19,000

Others Institutions Holding SCHD

# of Institutions
1,958
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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