True Link Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

True Link Financial Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of True Link Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,568,525 shares of SCHD stock, worth $43.5 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
1,568,525
Previous 511,519 206.64%
Holding current value
$43.5 Million
Previous $43.2 Million 0.89%
% of portfolio
3.6%
Previous 3.67%

Shares

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

Jan 16, 2025
BUY
$26.93 - $84.95 $28.5 Million - $89.8 Million
1,057,006 Added 206.64%
1,568,525 $42.9 Million
Q3 2024

Oct 25, 2024
BUY
$77.02 - $85.06 $2.33 Million - $2.57 Million
30,257 Added 6.29%
511,519 $43.2 Million
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $1.13 Million - $1.19 Million
14,907 Added 3.2%
481,262 $37.4 Million
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $3.29 Million - $3.52 Million
43,688 Added 10.34%
466,355 $37.6 Million
Q4 2023

Jan 19, 2024
BUY
$66.9 - $76.32 $5.07 Million - $5.78 Million
75,755 Added 21.84%
422,667 $32.2 Million
Q3 2023

Oct 30, 2023
BUY
$70.63 - $75.66 $1.4 Million - $1.5 Million
19,867 Added 6.07%
346,912 $24.5 Million
Q2 2023

Jul 20, 2023
BUY
$69.18 - $73.94 $22.6 Million - $24.2 Million
327,045 New
327,045 $23.8 Million

Others Institutions Holding SCHD

# of Institutions
1,890
Shares Held
619M
Call Options Held
3.32M
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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