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

Youngs Advisory Group, Inc.

  • $241 Million
  • Q3 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 $187,922. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,841
Previous 6,841 -0.0%
Holding current value
$187,922
Previous $531,000 8.85%
% of portfolio
0.24%
Previous 0.23%

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
1,761
Shares Held
276M
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
Track This Portfolio

Track Youngs Advisory Group, Inc. Portfolio

Follow Youngs Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Youngs Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Youngs Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email