Tennessee Valley Asset Management Partners Schwab Strategic Tr Us Dividen Transaction History

Tennessee Valley Asset Management Partners

  • $604 Million
  • Q1 2025

A detailed history of Tennessee Valley Asset Management Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tennessee Valley Asset Management Partners holds 11,780 shares of SCHD stock, worth $299,447. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,780
Previous 9,439 24.8%
Holding current value
$299,447
Previous $257,000 26.07%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$27.01 - $28.54 $63,230 - $66,812
2,341 Added 24.8%
11,780 $324,000
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $178,949 - $564,492
6,645 Added 237.83%
9,439 $257,000
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $8,318 - $9,186
108 Added 4.02%
2,794 $236,000
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $203,625 - $215,282
2,686 New
2,686 $208,000
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $83,491 - $95,247
1,248 New
1,248 $95,000

Others Institutions Holding SCHD

# of Institutions
1,956
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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