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

Herold Advisors, Inc.

  • $449 Million
  • Q3 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 6,541 shares of SCHD stock, worth $179,681. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,541
Previous 5,738 13.99%
Holding current value
$179,681
Previous $446,000 23.77%
% of portfolio
0.12%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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