Lri Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Lri Investments, LLC

  • $1.04 Trillion
  • Q4 2024

A detailed history of Lri Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lri Investments, LLC holds 2,391 shares of SCHD stock, worth $68,047. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,391
Previous 2,729 12.39%
Holding current value
$68,047
Previous $78.8 Million 17.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
SELL
$26.93 - $84.95 $9,102 - $28,713
-338 Reduced 12.39%
2,391 $65.3 Million
Q3 2024

Nov 15, 2024
BUY
$77.02 - $85.06 $155,118 - $171,310
2,014 Added 281.68%
2,729 $78.8 Million
Q2 2024

Jul 24, 2024
SELL
$75.81 - $80.15 $49,276 - $52,097
-650 Reduced 47.62%
715 $55.6 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $102,716 - $110,059
1,365 New
1,365 $109 Million

Others Institutions Holding SCHD

# of Institutions
1,944
Shares Held
825M
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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