Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Dividen Transaction History

Strategic Investment Solutions, Inc. /Il

  • $299 Billion
  • Q4 2024

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 271,096 shares of SCHD stock, worth $7.65 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares
271,096
Previous 97,659 177.59%
Holding current value
$7.65 Million
Previous $8.26 Billion 79.38%
% of portfolio
4.95%
Previous 2.47%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $4.67 Million - $14.7 Million
173,437 Added 177.59%
271,096 $14.8 Billion
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $133,552 - $147,494
1,734 Added 1.81%
97,659 $8.26 Billion
Q2 2024

Aug 29, 2024
SELL
$75.81 - $80.15 $8.12 Million - $8.58 Million
-107,084 Reduced 52.75%
95,925 $7.71 Billion
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $480 Million - $548 Million
-7,179,404 Reduced 97.25%
203,009 $15.5 Billion
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $512 Million - $549 Million
7,250,412 Added 5492.69%
7,382,413 $544 Billion
Q2 2023

Aug 15, 2023
SELL
$69.18 - $73.94 $21.4 Million - $22.9 Million
-309,630 Reduced 70.11%
132,001 $9.22 Billion
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $864,654 - $960,003
12,303 Added 2.87%
441,631 $32.3 Billion
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $28.8 Million - $33.9 Million
429,328 New
429,328 $33.5 Billion

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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