Youngs Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Youngs Advisory Group, Inc.

  • $227 Million
  • Q2 2024

A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 6,841 shares of SCHD stock, worth $194,147. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,841
Previous 6,171 10.86%
Holding current value
$194,147
Previous $497,000 6.84%
% of portfolio
0.23%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $50,792 - $53,700
670 Added 10.86%
6,841 $531,000
Q1 2024

May 03, 2024
SELL
$75.25 - $80.63 $7,525 - $8,063
-100 Reduced 1.59%
6,171 $497,000
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $419,529 - $478,602
6,271 New
6,271 $477,000

Others Institutions Holding SCHD

# of Institutions
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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  • Ticker SCHD
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