Loudon Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Loudon Investment Management, LLC

$175 Million
Q4 2024

A detailed history of Loudon Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Loudon Investment Management, LLC holds 31,021 shares of SCHD stock, worth $855,559. This represents 0.48% of its overall portfolio holdings.

Number of Shares

31,021

Previous 8,462 266.59%

Holding current value

$855,559

Previous $715,000 18.46%

% of portfolio

0.48%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $607,513 - $1.92 Million	22,559 Added 266.59%	31,021 $847,000
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $62,309 - $68,813	809 Added 10.57%	8,462 $715,000
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $46,623 - $49,292	615 Added 8.74%	7,653 $595,000
Q1 2024 May 08, 2024	SELL	$75.25 - $80.63 $3,988 - $4,273	-53 Reduced 0.75%	7,038 $567,000
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $10,035 - $11,447	150 Added 2.16%	7,091 $539,000
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $464,352 - $529,737	6,941 New	6,941 $528,000
Q1 2020 May 27, 2020	SELL	$39.5 - $59.28 $148,125 - $222,300	-3,750 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$52.87 - $58.15 $198,262 - $218,062	3,750 New	3,750 $217,000

Others Institutions Holding SCHD

# of Institutions

1,952

Shares Held

848M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loudon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loudon Investment Management, LLC with notifications on news.

Account

Loudon Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History