Madison Park Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Madison Park Capital Advisors, LLC

$133 Billion
Q3 2024

A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 28,127 shares of SCHD stock, worth $772,648. This represents 1.78% of its overall portfolio holdings.

Number of Shares

28,127

Previous 24,550 14.57%

Holding current value

$772,648

Previous $1.91 Billion 24.54%

% of portfolio

1.78%

Previous 1.6%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $275,500 - $304,259	3,577 Added 14.57%	28,127 $2.38 Billion
Q2 2024 Jul 23, 2024	BUY	$75.81 - $80.15 $116,595 - $123,270	1,538 Added 6.68%	24,550 $1.91 Billion
Q1 2024 Apr 05, 2024	BUY	$75.25 - $80.63 $91,654 - $98,207	1,218 Added 5.59%	23,012 $1.86 Billion
Q4 2023 Feb 01, 2024	BUY	$66.9 - $76.32 $1.46 Million - $1.66 Million	21,794 New	21,794 $1.66 Billion

Others Institutions Holding SCHD

# of Institutions

1,761

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Madison Park Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History