A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 97,659 shares of SCHD stock, worth $2.69 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
97,659
Previous 95,925 1.81%
Holding current value
$2.69 Million
Previous $7.71 Billion 7.13%
% of portfolio
2.47%
Previous 2.49%

Shares

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

Oct 23, 2024

BUY
$77.02 - $85.06 $133,552 - $147,494
1,734 Added 1.81%
97,659 $8.26 Billion
Q2 2024

Aug 29, 2024

SELL
$75.81 - $80.15 $8.12 Million - $8.58 Million
-107,084 Reduced 52.75%
95,925 $7.71 Billion
Q4 2023

Feb 13, 2024

SELL
$66.9 - $76.32 $480 Million - $548 Million
-7,179,404 Reduced 97.25%
203,009 $15.5 Billion
Q3 2023

Nov 14, 2023

BUY
$70.63 - $75.66 $512 Million - $549 Million
7,250,412 Added 5492.69%
7,382,413 $544 Billion
Q2 2023

Aug 15, 2023

SELL
$69.18 - $73.94 $21.4 Million - $22.9 Million
-309,630 Reduced 70.11%
132,001 $9.22 Billion
Q1 2023

May 15, 2023

BUY
$70.28 - $78.03 $864,654 - $960,003
12,303 Added 2.87%
441,631 $32.3 Billion
Q4 2022

Feb 14, 2023

BUY
$67.16 - $79.06 $28.8 Million - $33.9 Million
429,328 New
429,328 $33.5 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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