Invst, LLC Schwab Strategic Tr Us Dividen Transaction History

Invst, LLC

  • $829 Million
  • Q3 2024

A detailed history of Invst, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Invst, LLC holds 9,300 shares of SCHD stock, worth $255,192. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,300
Previous 9,651 3.64%
Holding current value
$255,192
Previous $750,000 4.8%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 19, 2024
SELL
$77.02 - $85.06 $27,034 - $29,856
-351 Reduced 3.64%
9,300 $786,000
Q2 2024

Aug 16, 2024
SELL
$75.81 - $80.15 $107,650 - $113,813
-1,420 Reduced 12.83%
9,651 $750,000
Q1 2024

May 24, 2024
BUY
$75.25 - $80.63 $58,243 - $62,407
774 Added 7.52%
11,071 $892,000
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $425,818 - $485,776
6,365 Added 161.88%
10,297 $783,000
Q3 2023

Nov 21, 2023
BUY
$70.63 - $75.66 $28,887 - $30,944
409 Added 11.61%
3,932 $278,000
Q2 2023

Jul 28, 2023
BUY
$69.18 - $73.94 $243,721 - $260,490
3,523 New
3,523 $255,000

Others Institutions Holding SCHD

# of Institutions
1,762
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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