Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 114,727 shares of SCHD stock, worth $3.16 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

114,727

Previous 114,933 0.18%

Holding current value

$3.16 Million

Previous $8.94 Million 8.5%

% of portfolio

0.82%

Previous 0.78%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$77.02 - $85.06 $15,866 - $17,522	-206 Reduced 0.18%	114,727 $9.7 Million
Q2 2024 Aug 01, 2024	BUY	$75.81 - $80.15 $246,609 - $260,727	3,253 Added 2.91%	114,933 $8.94 Million
Q1 2024 Aug 14, 2024	SELL	$75.25 - $80.63 $244,788 - $262,289	-3,253 Reduced 2.83%	111,680 $9 Million
Q1 2024 Apr 26, 2024	SELL	$75.25 - $80.63 $613,513 - $657,376	-8,153 Reduced 6.8%	111,680 $9 Million
Q4 2023 Jan 29, 2024	SELL	$66.9 - $76.32 $1.12 Million - $1.27 Million	-16,695 Reduced 12.23%	119,833 $9.12 Million
Q3 2023 Oct 23, 2023	SELL	$70.63 - $75.66 $874,328 - $936,595	-12,379 Reduced 8.31%	136,528 $9.66 Million
Q2 2023 Aug 10, 2023	SELL	$69.18 - $73.94 $40,885 - $43,698	-591 Reduced 0.4%	148,907 $10.8 Million
Q1 2023 May 08, 2023	BUY	$70.28 - $78.03 $409,029 - $454,134	5,820 Added 4.05%	149,498 $10.9 Million
Q4 2022 Jan 12, 2023	BUY	$67.16 - $79.06 $1 Million - $1.18 Million	14,931 Added 11.6%	143,678 $0
Q3 2022 Nov 03, 2022	BUY	$66.43 - $77.87 $608,498 - $713,289	9,160 Added 7.66%	128,747 $8.55 Million
Q2 2022 Jul 14, 2022	BUY	$70.31 - $80.24 $3.95 Million - $4.51 Million	56,147 Added 88.5%	119,587 $8.57 Million
Q1 2022 Apr 14, 2022	BUY	$75.14 - $81.94 $513,206 - $559,650	6,830 Added 12.07%	63,440 $5.01 Million
Q4 2021 Jan 18, 2022	BUY	$74.93 - $80.86 $434,893 - $469,311	5,804 Added 11.42%	56,610 $4.58 Million
Q3 2021 Oct 28, 2021	BUY	$74.23 - $78.13 $90,115 - $94,849	1,214 Added 2.45%	50,806 $3.77 Million
Q2 2021 Jul 15, 2021	BUY	$73.32 - $77.65 $92,676 - $98,149	1,264 Added 2.62%	49,592 $3.75 Million
Q1 2021 Apr 22, 2021	BUY	$63.23 - $73.67 $76,761 - $89,435	1,214 Added 2.58%	48,328 $3.63 Million
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $88,392 - $105,103	1,613 Added 3.54%	47,114 $3.02 Million
Q3 2020 Nov 02, 2020	BUY	$50.37 - $58.54 $2.29 Million - $2.66 Million	45,501 New	45,501 $2.52 Million

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History