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

1620 Investment Advisors, Inc.

  • $124 Million
  • Q3 2024

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 2,249 shares of SCHD stock, worth $64,388. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,249
Previous 2,248 0.04%
Holding current value
$64,388
Previous $174,000 9.2%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,751
Shares Held
275M
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 1620 Investment Advisors, Inc. Portfolio

Follow 1620 Investment Advisors, 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 1620 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 1620 Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email