Sheaff Brock Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 53,988 shares of SCHD stock, worth $1.49 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
53,988
Previous 16,876 219.91%
Holding current value
$1.49 Million
Previous $1.43 Million 3.37%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 30, 2025
BUY
$26.93 - $84.95 $999,426 - $3.15 Million
37,112 Added 219.91%
53,988 $1.47 Million
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $79,176 - $87,441
1,028 Added 6.49%
16,876 $1.43 Million
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $260,483 - $275,395
3,436 Added 27.68%
15,848 $1.23 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $63,285 - $67,809
841 Added 7.27%
12,412 $1 Million
Q4 2023

Feb 08, 2024
SELL
$66.9 - $76.32 $537,942 - $613,689
-8,041 Reduced 41.0%
11,571 $880,000
Q3 2023

Nov 08, 2023
SELL
$70.63 - $75.66 $59,470 - $63,705
-842 Reduced 4.12%
19,612 $1.39 Million
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $85,091 - $90,946
1,230 Added 6.4%
20,454 $1.49 Million
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $27,268 - $30,275
388 Added 2.06%
19,224 $1.41 Million
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $50,034 - $58,899
745 Added 4.12%
18,836 $1.42 Million
Q3 2022

Nov 03, 2022
BUY
$66.43 - $77.87 $2,922 - $3,426
44 Added 0.24%
18,091 $1.2 Million
Q2 2022

Aug 02, 2022
BUY
$70.31 - $80.24 $150,814 - $172,114
2,145 Added 13.49%
18,047 $1.29 Million
Q1 2022

May 06, 2022
BUY
$75.14 - $81.94 $439,719 - $479,512
5,852 Added 58.23%
15,902 $1.25 Million
Q4 2021

Feb 03, 2022
BUY
$74.93 - $80.86 $176,235 - $190,182
2,352 Added 30.55%
10,050 $812,000
Q3 2021

Nov 03, 2021
BUY
$74.23 - $78.13 $103,253 - $108,678
1,391 Added 22.05%
7,698 $572,000
Q2 2021

Aug 16, 2021
BUY
$73.32 - $77.65 $2,786 - $2,950
38 Added 0.61%
6,307 $477,000
Q1 2021

May 11, 2021
BUY
$63.23 - $73.67 $2,276 - $2,652
36 Added 0.58%
6,269 $457,000
Q4 2020

Feb 01, 2021
BUY
$54.8 - $65.16 $57,485 - $68,352
1,049 Added 20.24%
6,233 $400,000
Q3 2020

Oct 30, 2020
BUY
$50.37 - $58.54 $2,518 - $2,927
50 Added 0.97%
5,184 $287,000
Q2 2020

Aug 07, 2020
BUY
$43.56 - $56.5 $1,916 - $2,486
44 Added 0.86%
5,134 $266,000
Q1 2020

Apr 30, 2020
BUY
$39.5 - $59.28 $1,935 - $2,904
49 Added 0.97%
5,090 $229,000
Q4 2019

Jan 29, 2020
SELL
$52.87 - $58.15 $54,773 - $60,243
-1,036 Reduced 17.05%
5,041 $292,000
Q3 2019

Oct 28, 2019
SELL
$54.39 - $55.76 $48,896 - $50,128
-899 Reduced 12.89%
6,077 $333,000
Q1 2019

Apr 29, 2019
BUY
N/A
40 Added 0.58%
6,976 $365,000
Q4 2018

Jan 28, 2019
BUY
N/A
50 Added 0.73%
6,936 $326,000
Q3 2018

Nov 09, 2018
BUY
N/A
40 Added 0.58%
6,886 $365,000
Q2 2018

Jul 31, 2018
BUY
N/A
48 Added 0.71%
6,846 $337,000
Q1 2018

May 03, 2018
BUY
N/A
531 Added 8.47%
6,798 $333,000
Q4 2017

Feb 12, 2018
BUY
N/A
539 Added 9.41%
6,267 $321,000
Q3 2017

Nov 13, 2017
BUY
N/A
42 Added 0.74%
5,728 $268,000
Q2 2017

Aug 09, 2017
BUY
N/A
5,686
5,686 $256,000

Others Institutions Holding SCHD

# of Institutions
1,952
Shares Held
848M
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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