Lex Aurum Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Lex Aurum Advisors, LLC

  • $494 Million
  • Q1 2025

A detailed history of Lex Aurum Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 172,941 shares of SCHD stock, worth $4.77 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
172,941
Previous 169,127 2.26%
Holding current value
$4.77 Million
Previous $4.62 Million 3.23%
% of portfolio
0.97%
Previous 0.97%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $103,016 - $108,851
3,814 Added 2.26%
172,941 $4.77 Million
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $2.41 Million - $7.6 Million
89,487 Added 112.36%
169,127 $4.62 Million
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $130,779 - $144,431
1,698 Added 2.18%
79,640 $6.73 Million
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $355,776 - $376,143
4,693 Added 6.41%
77,942 $6.06 Million
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $432,988 - $463,945
5,754 Added 8.53%
73,249 $5.91 Million
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $271,948 - $310,240
4,065 Added 6.41%
67,495 $5.14 Million
Q3 2023

Oct 16, 2023
BUY
$70.63 - $75.66 $265,992 - $284,935
3,766 Added 6.31%
63,430 $4.49 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $162,365 - $173,537
2,347 Added 4.09%
59,664 $4.33 Million
Q1 2023

Apr 11, 2023
BUY
$70.28 - $78.03 $1.23 Million - $1.37 Million
17,530 Added 44.06%
57,317 $4.19 Million
Q4 2022

Jan 23, 2023
BUY
$67.16 - $79.06 $70,450 - $82,933
1,049 Added 2.71%
39,787 $0
Q3 2022

Oct 17, 2022
BUY
$66.43 - $77.87 $267,380 - $313,426
4,025 Added 11.6%
38,738 $2.57 Million
Q2 2022

Aug 05, 2022
BUY
$70.31 - $80.24 $571,128 - $651,789
8,123 Added 30.55%
34,713 $2.49 Million
Q1 2022

May 04, 2022
BUY
$75.14 - $81.94 $242,176 - $264,092
3,223 Added 13.79%
26,590 $2.1 Million
Q4 2021

Jan 24, 2022
BUY
$74.93 - $80.86 $1.08 Million - $1.17 Million
14,466 Added 162.52%
23,367 $1.89 Million
Q3 2021

Nov 03, 2021
BUY
$74.23 - $78.13 $660,721 - $695,435
8,901 New
8,901 $661,000

Others Institutions Holding SCHD

# of Institutions
1,951
Shares Held
848M
Call Options Held
4.82M
Put Options Held
2.73M
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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