Herold Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Herold Advisors, Inc.

$443 Million
Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Herold Advisors, Inc. holds 19,822 shares of SCHD stock, worth $546,690. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,822

Previous 6,541 203.04%

Holding current value

$546,690

Previous $552,000 1.99%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $357,657 - $1.13 Million	13,281 Added 203.04%	19,822 $541,000
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $61,847 - $68,303	803 Added 13.99%	6,541 $552,000
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $100,145 - $105,878	1,321 Added 29.91%	5,738 $446,000
Q1 2024 May 10, 2024	BUY	$75.25 - $80.63 $81,420 - $87,241	1,082 Added 32.44%	4,417 $356,000
Q4 2023 Feb 02, 2024	BUY	$66.9 - $76.32 $223,111 - $254,527	3,335 New	3,335 $253,000
Q2 2022 Jul 15, 2022	SELL	$70.31 - $80.24 $80,856 - $92,276	-1,150 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$75.14 - $81.94 $86,411 - $94,231	1,150 New	1,150 $0
Q4 2021 Jan 20, 2022	SELL	$74.93 - $80.86 $67,437 - $72,774	-900 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$74.23 - $78.13 $66,807 - $70,317	900 New	900 $66,000

Others Institutions Holding SCHD

# of Institutions

1,952

Shares Held

849M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Herold Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History