Elevate Wealth Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 14,972 shares of SCHD stock, worth $408,136. This represents 0.94% of its overall portfolio holdings.

Number of Shares
14,972
Previous 13,492 10.97%
Holding current value
$408,136
Previous $1.06 Billion 19.37%
% of portfolio
0.94%
Previous 0.86%

Shares

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

Nov 13, 2024
BUY
$77.02 - $85.06 $113,989 - $125,888
1,480 Added 10.97%
14,972 $1.27 Billion
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $32,067 - $33,903
423 Added 3.24%
13,492 $1.06 Billion
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $14,899 - $15,964
198 Added 1.54%
13,069 $1.05 Billion
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $861,069 - $982,314
12,871 New
12,871 $980 Million

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
276M
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 Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, 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 Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email