Sound Income Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sound Income Strategies, LLC holds 5,233 shares of SCHD stock, worth $145,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,233
Previous 1,720 204.24%
Holding current value
$145,215
Previous $145,000 2.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 21, 2025
BUY
$26.93 - $84.95 $94,605 - $298,429
3,513 Added 204.24%
5,233 $142,000
Q3 2024

Oct 10, 2024
BUY
$77.02 - $85.06 $14,710 - $16,246
191 Added 12.49%
1,720 $145,000
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $47,002 - $49,693
-620 Reduced 28.85%
1,529 $118,000
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $49,890 - $53,457
663 Added 44.62%
2,149 $173,000
Q4 2023

Jan 10, 2024
SELL
$66.9 - $76.32 $20,337 - $23,201
-304 Reduced 16.98%
1,486 $113,000
Q3 2023

Oct 12, 2023
BUY
$70.63 - $75.66 $25,850 - $27,691
366 Added 25.7%
1,790 $126,000
Q2 2023

Jul 10, 2023
BUY
$69.18 - $73.94 $9,823 - $10,499
142 Added 11.08%
1,424 $103,000
Q1 2023

Apr 10, 2023
SELL
$70.28 - $78.03 $56,645 - $62,892
-806 Reduced 38.6%
1,282 $93,000
Q4 2022

Jan 11, 2023
BUY
$67.16 - $79.06 $85,226 - $100,327
1,269 Added 154.95%
2,088 $0
Q3 2022

Oct 18, 2022
BUY
$66.43 - $77.87 $6,310 - $7,397
95 Added 13.12%
819 $54,000
Q2 2022

Jul 11, 2022
BUY
$70.31 - $80.24 $2,531 - $2,888
36 Added 5.23%
724 $52,000
Q4 2021

Jan 13, 2022
BUY
$74.93 - $80.86 $39,413 - $42,532
526 Added 324.69%
688 $56,000
Q2 2021

Jul 13, 2021
BUY
$73.32 - $77.65 $7,185 - $7,609
98 Added 153.13%
162 $12,000
Q4 2018

Jan 11, 2019
BUY
N/A
64 New
64 $3,000

Others Institutions Holding SCHD

# of Institutions
1,903
Shares Held
674M
Call Options Held
3.35M
Put Options Held
1.22M
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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