True Private Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

True Private Wealth Advisors

  • $779 Million
  • Q4 2024

A detailed history of True Private Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Private Wealth Advisors holds 327,184 shares of SCHD stock, worth $9.34 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
327,184
Previous 96,901 237.65%
Holding current value
$9.34 Million
Previous $8.19 Million 9.12%
% of portfolio
1.15%
Previous 1.03%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $6.2 Million - $19.6 Million
230,283 Added 237.65%
327,184 $8.94 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $4.6 Million - $5.08 Million
59,729 Added 160.68%
96,901 $8.19 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $991,822 - $1.05 Million
13,083 Added 54.31%
37,172 $2.89 Million
Q1 2024

Apr 25, 2024
BUY
$75.25 - $80.63 $1.02 Million - $1.09 Million
13,545 Added 128.46%
24,089 $1.94 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $206,386 - $235,447
3,085 Added 41.36%
10,544 $802,000
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $9,676 - $10,365
-137 Reduced 1.8%
7,459 $527,000
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $8,647 - $9,242
-125 Reduced 1.62%
7,596 $551,000
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $19,959 - $22,160
284 Added 3.82%
7,721 $564,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $28,274 - $33,284
421 Added 6.0%
7,437 $561,000
Q3 2022

Nov 04, 2022
SELL
$66.43 - $77.87 $6,643 - $7,787
-100 Reduced 1.41%
7,016 $466,000
Q2 2022

Jul 28, 2022
SELL
$70.31 - $80.24 $13,921 - $15,887
-198 Reduced 2.71%
7,116 $509,000
Q1 2022

May 09, 2022
SELL
$75.14 - $81.94 $47,864 - $52,195
-637 Reduced 8.01%
7,314 $576,000
Q4 2021

Feb 11, 2022
SELL
$74.93 - $80.86 $115,616 - $124,766
-1,543 Reduced 16.25%
7,951 $642,000
Q3 2021

Nov 05, 2021
BUY
$74.23 - $78.13 $136,063 - $143,212
1,833 Added 23.93%
9,494 $704,000
Q1 2021

May 12, 2021
SELL
$63.23 - $73.67 $21,940 - $25,563
-347 Reduced 4.33%
7,661 $559,000
Q4 2020

Jan 11, 2021
SELL
$54.8 - $65.16 $73,870 - $87,835
-1,348 Reduced 14.41%
8,008 $513,000
Q3 2020

Oct 09, 2020
SELL
$50.37 - $58.54 $18,788 - $21,835
-373 Reduced 3.83%
9,356 $517,000
Q2 2020

Jul 07, 2020
BUY
$43.56 - $56.5 $43 - $56
1 Added 0.01%
9,729 $503,000
Q1 2020

Apr 20, 2020
BUY
$39.5 - $59.28 $79 - $118
2 Added 0.02%
9,728 $437,000
Q4 2019

Jan 27, 2020
BUY
$52.87 - $58.15 $52 - $58
1 Added 0.01%
9,726 $563,000
Q3 2019

Oct 09, 2019
SELL
$54.39 - $55.76 $46,775 - $47,953
-860 Reduced 8.12%
9,725 $532,000
Q2 2019

Aug 01, 2019
BUY
N/A
2,820 Added 36.32%
10,585 $566,000
Q1 2019

Apr 25, 2019
BUY
N/A
1 Added 0.01%
7,765 $406,000
Q4 2018

Jan 14, 2019
BUY
N/A
2 Added 0.03%
7,764 $364,000
Q3 2018

Oct 18, 2018
BUY
N/A
470 Added 6.45%
7,762 $0
Q2 2018

Jul 13, 2018
SELL
N/A
-1,159 Reduced 13.71%
7,292 $359,000
Q1 2018

Apr 25, 2018
BUY
N/A
1 Added 0.01%
8,451 $414,000
Q4 2017

Jan 19, 2018
BUY
N/A
1 Added 0.01%
8,450 $432,000
Q3 2017

Oct 27, 2017
BUY
N/A
1 Added 0.01%
8,449 $395,000
Q2 2017

Aug 07, 2017
BUY
N/A
8,448
8,448 $381,000

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
Call Options Held
4.82M
Put Options Held
2.73M
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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