La Salle St. Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

La Salle St. Investment Advisors, LLC

  • $255 Million
  • Q3 2024

A detailed history of La Salle St. Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, La Salle St. Investment Advisors, LLC holds 3,677 shares of SCHD stock, worth $101,007. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,677
Previous 3,202 14.83%
Holding current value
$101,007
Previous $249,000 24.5%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $36,584 - $40,403
475 Added 14.83%
3,677 $310,000
Q2 2024

Aug 12, 2024
SELL
$75.81 - $80.15 $81,116 - $85,760
-1,070 Reduced 25.05%
3,202 $249,000
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $64,113 - $68,696
-852 Reduced 16.63%
4,272 $344,000
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $2.53 Million - $2.88 Million
-37,769 Reduced 88.05%
5,124 $3.9 Million
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $1.03 Million - $1.1 Million
-14,550 Reduced 25.33%
42,893 $3.04 Million
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $1.02 Million - $1.1 Million
14,810 Added 34.74%
57,443 $4.17 Million
Q1 2023

May 12, 2023
BUY
$70.28 - $78.03 $241,833 - $268,501
3,441 Added 8.78%
42,633 $3.12 Million
Q4 2022

Feb 17, 2023
BUY
$67.16 - $79.06 $2.63 Million - $3.1 Million
39,192 New
39,192 $2.96 Million

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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