Ulland Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 12 shares of SCHD stock, worth $333. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 1,192 98.99%
Holding current value
$333
Previous $93,000 98.92%
% of portfolio
0.0%
Previous 0.06%

Shares

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

Oct 15, 2024
SELL
$77.02 - $85.06 $90,883 - $100,370
-1,180 Reduced 98.99%
12 $1,000
Q2 2024

Jul 16, 2024
SELL
$75.81 - $80.15 $227 - $240
-3 Reduced 0.25%
1,192 $93,000
Q1 2024

Apr 25, 2024
SELL
$75.25 - $80.63 $29,874 - $32,010
-397 Reduced 24.94%
1,195 $96,000
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $156,211 - $178,207
-2,335 Reduced 59.46%
1,592 $121,000
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $56,504 - $60,528
-800 Reduced 16.92%
3,927 $278,000
Q2 2023

Jul 20, 2023
BUY
$69.18 - $73.94 $13,836 - $14,788
200 Added 4.42%
4,727 $343,000
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $78,151 - $86,769
1,112 Added 32.56%
4,527 $331,000
Q4 2022

Jan 31, 2023
SELL
$67.16 - $79.06 $4,701 - $5,534
-70 Reduced 2.01%
3,415 $258,000
Q2 2022

Jul 25, 2022
SELL
$70.31 - $80.24 $163,822 - $186,959
-2,330 Reduced 40.07%
3,485 $250,000
Q1 2022

May 09, 2022
SELL
$75.14 - $81.94 $441,071 - $480,987
-5,870 Reduced 50.24%
5,815 $459,000
Q4 2021

Feb 16, 2022
BUY
$74.93 - $80.86 $875,557 - $944,849
11,685 New
11,685 $944,000

Others Institutions Holding SCHD

# of Institutions
1,779
Shares Held
316M
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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