Vanguard Capital Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Vanguard Capital Wealth Advisors

  • $90.4 Million
  • Q4 2024

A detailed history of Vanguard Capital Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vanguard Capital Wealth Advisors holds 28,194 shares of SCHD stock, worth $782,383. This represents 0.85% of its overall portfolio holdings.

Number of Shares
28,194
Previous 8,582 228.52%
Holding current value
$782,383
Previous $725,000 6.21%
% of portfolio
0.85%
Previous 0.71%

Shares

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

Feb 14, 2025
BUY
$26.93 - $84.95 $528,151 - $1.67 Million
19,612 Added 228.52%
28,194 $770,000
Q3 2024

Oct 25, 2024
BUY
$77.02 - $85.06 $302,149 - $333,690
3,923 Added 84.2%
8,582 $725,000
Q2 2024

Aug 07, 2024
BUY
$75.81 - $80.15 $160,110 - $169,276
2,112 Added 82.92%
4,659 $362,000
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $191,661 - $205,364
2,547 New
2,547 $205,000
Q2 2022

Aug 04, 2022
BUY
$70.31 - $80.24 $8,929 - $10,190
127 Added 4.6%
2,890 $207,000
Q1 2022

Apr 29, 2022
SELL
$75.14 - $81.94 $141,488 - $154,293
-1,883 Reduced 40.53%
2,763 $217,000
Q4 2021

Feb 02, 2022
BUY
$74.93 - $80.86 $62,491 - $67,437
834 Added 21.88%
4,646 $375,000
Q3 2021

Nov 01, 2021
BUY
$74.23 - $78.13 $46,764 - $49,221
630 Added 19.8%
3,812 $283,000
Q2 2021

Jul 28, 2021
BUY
$73.32 - $77.65 $233,304 - $247,082
3,182 New
3,182 $240,000
Q4 2020

Jan 25, 2021
SELL
$54.8 - $65.16 $315,154 - $374,735
-5,751 Closed
0 $0
Q2 2020

Aug 05, 2020
SELL
$43.56 - $56.5 $367,602 - $476,803
-8,439 Reduced 59.47%
5,751 $297,000
Q4 2019

Jan 28, 2020
BUY
$52.87 - $58.15 $46,366 - $50,997
877 Added 6.59%
14,190 $821,000
Q3 2019

Oct 18, 2019
BUY
$54.39 - $55.76 $32,634 - $33,456
600 Added 4.72%
13,313 $729,000
Q2 2019

Aug 05, 2019
SELL
N/A
-1,201 Reduced 8.63%
12,713 $674,000
Q1 2019

Apr 29, 2019
BUY
N/A
3,058 Added 28.17%
13,914 $727,000
Q4 2018

Jan 17, 2019
SELL
N/A
-7,125 Reduced 39.63%
10,856 $509,000
Q3 2018

Oct 19, 2018
BUY
N/A
1,535 Added 9.33%
17,981 $983,000
Q2 2018

Aug 15, 2018
BUY
N/A
2,201 Added 15.45%
16,446 $810,000
Q1 2018

Apr 25, 2018
SELL
N/A
-4,433 Reduced 23.73%
14,245 $0
Q4 2017

Feb 15, 2018
BUY
N/A
18,678
18,678 $0

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
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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