Investmark Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024

A detailed history of Investmark Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investmark Advisory Group LLC holds 21,089 shares of SCHD stock, worth $599,982. This represents 0.29% of its overall portfolio holdings.

Number of Shares
21,089
Previous 7,011 200.8%
Holding current value
$599,982
Previous $592,000 2.7%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Feb 18, 2025
BUY
$26.93 - $84.95 $379,120 - $1.2 Million
14,078 Added 200.8%
21,089 $576,000
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $6,623 - $7,315
-86 Reduced 1.21%
7,011 $592,000
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $54,886 - $58,028
-724 Reduced 9.26%
7,097 $551,000
Q1 2024

May 17, 2024
SELL
$75.25 - $80.63 $228,459 - $244,792
-3,036 Reduced 27.96%
7,821 $630,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $726,333 - $828,606
10,857 New
10,857 $826,000
Q4 2021

May 03, 2022
BUY
$74.93 - $80.86 $93,962 - $101,398
1,254 New
1,254 $101,000

Others Institutions Holding SCHD

# of Institutions
1,936
Shares Held
822M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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More about SCHD
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