Traphagen Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Traphagen Investment Advisors LLC

  • $870 Million
  • Q4 2024

A detailed history of Traphagen Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 28,711 shares of SCHD stock, worth $797,017. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,711
Previous 12,974 121.3%
Holding current value
$797,017
Previous $1.1 Million 28.47%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Jan 17, 2025
BUY
$26.93 - $84.95 $423,797 - $1.34 Million
15,737 Added 121.3%
28,711 $784,000
Q3 2024

Oct 21, 2024
SELL
$77.02 - $85.06 $158,430 - $174,968
-2,057 Reduced 13.69%
12,974 $1.1 Million
Q2 2024

Jul 23, 2024
SELL
$75.81 - $80.15 $634,453 - $670,775
-8,369 Reduced 35.76%
15,031 $1.17 Million
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $1.76 Million - $1.89 Million
23,400 New
23,400 $1.89 Billion
Q4 2023

Jun 17, 2024
BUY
$66.9 - $76.32 $8.83 Million - $10.1 Million
131,956 Added 563.91%
155,356 $11.8 Billion
Q3 2023

Jun 17, 2024
BUY
$70.63 - $75.66 $17 Million - $18.2 Million
240,924 Added 1029.59%
264,324 $18.7 Billion
Q2 2023

Jun 17, 2024
BUY
$69.18 - $73.94 $15.3 Million - $16.4 Million
221,754 Added 947.67%
245,154 $17.8 Billion
Q1 2023

Jun 17, 2024
BUY
$70.28 - $78.03 $14.3 Million - $15.9 Million
203,495 Added 869.64%
226,895 $16.6 Billion
Q3 2020

Jun 17, 2024
SELL
$50.37 - $58.54 $321,209 - $373,309
-6,377 Closed
0 $0
Q2 2020

Jun 17, 2024
SELL
$43.56 - $56.5 $741,521 - $961,799
-17,023 Reduced 72.75%
6,377 $330 Million
Q1 2020

Jun 17, 2024
SELL
$39.5 - $59.28 $671,223 - $1.01 Million
-16,993 Reduced 72.62%
6,407 $288 Million
Q4 2019

Jun 17, 2024
SELL
$52.87 - $58.15 $863,790 - $950,054
-16,338 Reduced 69.82%
7,062 $409 Million
Q3 2019

Jun 17, 2024
SELL
$54.39 - $55.76 $870,022 - $891,936
-15,996 Reduced 68.36%
7,404 $406 Million
Q2 2019

Jun 17, 2024
SELL
N/A
-16,307 Reduced 69.69%
7,093 $376 Million
Q1 2019

Jun 17, 2024
SELL
N/A
-16,311 Reduced 69.71%
7,089 $371 Million

Others Institutions Holding SCHD

# of Institutions
1,833
Shares Held
460M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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