Avantra Family Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History

Avantra Family Wealth, Inc.

  • $104 Billion
  • Q1 2025

A detailed history of Avantra Family Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 22,988 shares of SCHD stock, worth $613,779. This represents 0.62% of its overall portfolio holdings.

Number of Shares
22,988
Previous 24,140 4.77%
Holding current value
$613,779
Previous $659 Million 2.54%
% of portfolio
0.62%
Previous 0.62%

Shares

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

Apr 22, 2025
SELL
$27.01 - $28.54 $31,115 - $32,878
-1,152 Reduced 4.77%
22,988 $643 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $650,090 - $2.05 Million
24,140 New
24,140 $659 Million

Others Institutions Holding SCHD

# of Institutions
2,000
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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