White Knight Strategic Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

White Knight Strategic Wealth Advisors, LLC

$224 Million
Q4 2024

A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 170,504 shares of SCHD stock, worth $4.7 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

170,504

Previous 28,504 498.18%

Holding current value

$4.7 Million

Previous $2.41 Million 93.36%

% of portfolio

2.08%

Previous 2.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $3.82 Million - $12.1 Million	142,000 Added 498.18%	170,504 $4.66 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $3,465 - $3,827	45 Added 0.16%	28,504 $2.41 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $60,951 - $64,440	804 Added 2.91%	28,459 $2.21 Million
Q1 2024 May 15, 2024	BUY	$75.25 - $80.63 $65,317 - $69,986	868 Added 3.24%	27,655 $2.23 Million
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $408,625 - $466,162	6,108 Added 29.54%	26,787 $2.04 Million
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $81,577 - $87,387	1,155 Added 5.92%	20,679 $1.46 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $173,987 - $185,959	2,515 Added 14.79%	19,524 $1.42 Million
Q1 2023 May 15, 2023	SELL	$70.28 - $78.03 $117,719 - $130,700	-1,675 Reduced 8.96%	17,009 $1.24 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $254,536 - $299,637	3,790 Added 25.45%	18,684 $1.41 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $101,970 - $119,530	1,535 Added 11.49%	14,894 $989,000
Q2 2022 Aug 15, 2022	BUY	$70.31 - $80.24 $351,620 - $401,280	5,001 Added 59.83%	13,359 $957,000
Q1 2022 Apr 22, 2022	BUY	$75.14 - $81.94 $628,020 - $684,854	8,358 New	8,358 $659,000

Others Institutions Holding SCHD

# of Institutions

1,953

Shares Held

848M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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White Knight Strategic Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History