Safeguard Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 3,077 shares of SCHD stock, worth $84,894. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,077
Previous 3,026 1.69%
Holding current value
$84,894
Previous $235,000 10.64%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $3,928 - $4,338
51 Added 1.69%
3,077 $260,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $227,706 - $243,986
3,026 New
3,026 $243,000
Q1 2021

May 10, 2021
SELL
$63.23 - $73.67 $84,664 - $98,644
-1,339 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$54.8 - $65.16 $73,377 - $87,249
1,339 New
1,339 $85,000

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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