Blue Chip Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 119,948 shares of SCHD stock, worth $3.34 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares
119,948
Previous 113,398 5.78%
Holding current value
$3.34 Million
Previous $8.82 Billion 14.99%
% of portfolio
5.31%
Previous 5.19%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $504,481 - $557,143
6,550 Added 5.78%
119,948 $10.1 Billion
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $137,822 - $145,712
1,818 Added 1.63%
113,398 $8.82 Billion
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $101,662 - $108,931
1,351 Added 1.23%
111,580 $9 Billion
Q4 2023

Mar 15, 2024
BUY
$66.9 - $76.32 $7.37 Million - $8.41 Million
110,229 New
110,229 $8.39 Billion

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
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
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