Strategic Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Strategic Advisors LLC

  • $545 Million
  • Q4 2024

A detailed history of Strategic Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Advisors LLC holds 14,572 shares of SCHD stock, worth $401,604. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,572
Previous 6,838 113.1%
Holding current value
$401,604
Previous $578,000 31.14%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $208,276 - $657,003
7,734 Added 113.1%
14,572 $398,000
Q3 2024

Oct 09, 2024
SELL
$77.02 - $85.06 $150,266 - $165,952
-1,951 Reduced 22.2%
6,838 $578,000
Q2 2024

Jul 11, 2024
SELL
$75.81 - $80.15 $71,109 - $75,180
-938 Reduced 9.64%
8,789 $683,000
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $75 - $80
1 Added 0.01%
9,727 $784,000
Q4 2023

Jan 19, 2024
SELL
$66.9 - $76.32 $419,998 - $479,136
-6,278 Reduced 39.23%
9,726 $740,000
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $25,144 - $26,934
356 Added 2.28%
16,004 $1.13 Million
Q2 2023

Jul 31, 2023
BUY
$69.18 - $73.94 $846,071 - $904,286
12,230 Added 357.81%
15,648 $1.14 Million
Q1 2023

Apr 27, 2023
SELL
$70.28 - $78.03 $21,154 - $23,487
-301 Reduced 8.09%
3,418 $250,000
Q4 2022

Jan 23, 2023
SELL
$67.16 - $79.06 $13,767 - $16,207
-205 Reduced 5.22%
3,719 $0
Q3 2022

Nov 10, 2022
SELL
$66.43 - $77.87 $22,054 - $25,852
-332 Reduced 7.8%
3,924 $260,000
Q2 2022

Aug 03, 2022
BUY
$70.31 - $80.24 $140 - $160
2 Added 0.05%
4,256 $304,000
Q1 2022

May 10, 2022
BUY
$75.14 - $81.94 $89,642 - $97,754
1,193 Added 38.97%
4,254 $335,000
Q4 2021

Jan 21, 2022
SELL
$74.93 - $80.86 $149 - $161
-2 Reduced 0.07%
3,061 $247,000
Q3 2021

Oct 21, 2021
BUY
$74.23 - $78.13 $222 - $234
3 Added 0.1%
3,063 $227,000
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $12,171 - $12,889
166 Added 5.74%
3,060 $231,000
Q1 2021

May 05, 2021
BUY
$63.23 - $73.67 $182,987 - $213,200
2,894 New
2,894 $211,000
Q2 2020

Aug 12, 2020
SELL
$43.56 - $56.5 $356,495 - $462,396
-8,184 Closed
0 $0
Q1 2020

Apr 30, 2020
SELL
$39.5 - $59.28 $246,322 - $369,670
-6,236 Reduced 43.25%
8,184 $395,000
Q4 2019

Feb 05, 2020
BUY
$52.87 - $58.15 $336,781 - $370,415
6,370 Added 79.13%
14,420 $835,000
Q3 2019

Oct 17, 2019
BUY
$54.39 - $55.76 $27,902 - $28,604
513 Added 6.81%
8,050 $441,000
Q2 2019

Jul 22, 2019
SELL
N/A
-108 Reduced 1.41%
7,537 $399,000
Q1 2019

Apr 15, 2019
SELL
N/A
-1,156 Reduced 13.13%
7,645 $400,000
Q4 2018

Jan 24, 2019
SELL
N/A
-370 Reduced 4.03%
8,801 $413,000
Q3 2018

Oct 18, 2018
BUY
N/A
43 Added 0.47%
9,171 $486,000
Q2 2018

Jul 30, 2018
SELL
N/A
-3,244 Reduced 26.22%
9,128 $450,000
Q1 2018

Apr 19, 2018
BUY
N/A
133 Added 1.09%
12,372 $607,000
Q4 2017

Jan 16, 2018
BUY
N/A
527 Added 4.5%
12,239 $626,000
Q3 2017

Nov 13, 2017
SELL
N/A
-470 Reduced 3.86%
11,712 $548,000
Q2 2017

Aug 10, 2017
BUY
N/A
12,182
12,182 $549,000

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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