Paladin Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Paladin Advisory Group, LLC

$130 Million
Q4 2024

A detailed history of Paladin Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 143,791 shares of SCHD stock, worth $3.97 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

143,791

Previous 46,192 211.29%

Holding current value

$3.97 Million

Previous $3.9 Million 0.61%

% of portfolio

3.03%

Previous 2.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $2.63 Million - $8.29 Million	97,599 Added 211.29%	143,791 $3.93 Million
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $341,583 - $377,241	-4,435 Reduced 8.76%	46,192 $3.9 Million
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $6,747 - $7,133	89 Added 0.18%	50,627 $3.94 Million
Q1 2024 May 08, 2024	SELL	$75.25 - $80.63 $186,921 - $200,284	-2,484 Reduced 4.68%	50,538 $4.07 Million
Q4 2023 Jan 31, 2024	SELL	$66.9 - $76.32 $657,693 - $750,301	-9,831 Reduced 15.64%	53,022 $4.04 Million
Q3 2023 Oct 17, 2023	SELL	$70.63 - $75.66 $99,517 - $106,604	-1,409 Reduced 2.19%	62,853 $4.45 Million
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $40,331 - $43,107	583 Added 0.92%	64,262 $4.67 Million
Q1 2023 Apr 21, 2023	BUY	$70.28 - $78.03 $4.48 Million - $4.97 Million	63,679 New	63,679 $4.66 Million
Q1 2022 Apr 15, 2022	BUY	$75.14 - $81.94 $4.19 Million - $4.57 Million	55,789 New	55,789 $4.42 Million

Others Institutions Holding SCHD

# of Institutions

1,949

Shares Held

833M

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 Paladin Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Advisory Group, LLC with notifications on news.

Account

Paladin Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History