1620 Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025

A detailed history of 1620 Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 7,876 shares of SCHD stock, worth $206,114. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,876
Previous 7,874 0.03%
Holding current value
$206,114
Previous $215,000 2.33%
% of portfolio
0.18%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $54 - $57
2 Added 0.03%
7,876 $220,000
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $151,481 - $477,843
5,625 Added 250.11%
7,874 $215,000
Q3 2024

Oct 25, 2024
BUY
$77.02 - $85.06 $77 - $85
1 Added 0.04%
2,249 $190,000
Q2 2024

Jul 23, 2024
BUY
$75.81 - $80.15 $170,420 - $180,177
2,248 New
2,248 $174,000

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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