A detailed history of Lpf Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lpf Advisors LLC holds 41,588 shares of SCHD stock, worth $1.22 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
41,588
Previous 40,924 1.62%
Holding current value
$1.22 Million
Previous $3.18 Billion 10.47%
% of portfolio
3.01%
Previous 2.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$77.02 - $85.06 $51,141 - $56,479
664 Added 1.62%
41,588 $3.52 Billion
Q2 2024

Jul 12, 2024

BUY
$75.81 - $80.15 $17,436 - $18,434
230 Added 0.57%
40,924 $3.18 Billion
Q1 2024

May 06, 2024

BUY
$75.25 - $80.63 $293,098 - $314,053
3,895 Added 10.58%
40,694 $3.28 Billion
Q4 2023

May 06, 2024

BUY
$66.9 - $76.32 $2.46 Million - $2.81 Million
36,799 New
36,799 $2.8 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Lpf Advisors LLC Portfolio

Follow Lpf Advisors LLC 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 Lpf Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpf Advisors LLC with notifications on news.