Private Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History

Private Advisory Group LLC

  • $866 Million
  • Q4 2024

A detailed history of Private Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Advisory Group LLC holds 63,532 shares of SCHD stock, worth $1.77 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
63,532
Previous 23,049 175.64%
Holding current value
$1.77 Million
Previous $1.95 Million 10.93%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Feb 14, 2025
BUY
$26.93 - $84.95 $1.09 Million - $3.44 Million
40,483 Added 175.64%
63,532 $1.74 Million
Q3 2024

Oct 09, 2024
SELL
$77.02 - $85.06 $89,574 - $98,924
-1,163 Reduced 4.8%
23,049 $1.95 Million
Q2 2024

Jul 23, 2024
SELL
$75.81 - $80.15 $785,012 - $829,953
-10,355 Reduced 29.96%
24,212 $1.88 Million
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $850,024 - $910,796
-11,296 Reduced 24.63%
34,567 $2.79 Million
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $204,647 - $233,462
-3,059 Reduced 6.25%
45,863 $3.49 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $1.86 Million - $1.99 Million
26,282 Added 116.09%
48,922 $3.46 Million
Q2 2023

Jan 12, 2024
SELL
$69.18 - $73.94 $1.82 Million - $1.94 Million
-26,282 Reduced 53.72%
22,640 $1.64 Million
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $144,101 - $154,017
-2,083 Reduced 8.43%
22,640 $1.64 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $250,688 - $278,333
-3,567 Reduced 12.61%
24,723 $1.81 Million
Q4 2022

Feb 13, 2023
SELL
$67.16 - $79.06 $192,144 - $226,190
-2,861 Reduced 9.18%
28,290 $2.14 Million
Q3 2022

Nov 10, 2022
BUY
$66.43 - $77.87 $2.07 Million - $2.43 Million
31,151 New
31,151 $2.07 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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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