Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Bruce G. Allen Investments, LLC

  • $119 Billion
  • Q2 2024

A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 88,581 shares of SCHD stock, worth $7.49 Million. This represents 5.79% of its overall portfolio holdings.

Number of Shares
88,581
Previous 89,953 1.53%
Holding current value
$7.49 Million
Previous $7.25 Billion 5.03%
% of portfolio
5.79%
Previous 5.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $104,011 - $109,965
-1,372 Reduced 1.53%
88,581 $6.89 Billion
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $263,901 - $282,769
3,507 Added 4.06%
89,953 $7.25 Billion
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $5.78 Million - $6.6 Million
86,446 New
86,446 $6.58 Billion

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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