Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History

Accordant Advisory Group Inc

$147 Billion
Q3 2025

A detailed history of Accordant Advisory Group Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accordant Advisory Group Inc holds 108,375 shares of SCHD stock, worth $2.88 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

108,375

Previous 8,545 1168.29%

Holding current value

$2.88 Million

Previous $239 Million 1138.34%

% of portfolio

2.01%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$26.38 - $27.95 $2.63 Million - $2.79 Million	99,830 Added 1168.29%	108,375 $2.96 Billion
Q1 2025 Apr 15, 2025	BUY	$27.01 - $28.54 $66,714 - $70,493	2,470 Added 40.66%	8,545 $239 Million
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $109,066 - $344,047	4,050 Added 200.0%	6,075 $166 Million
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $1,925 - $2,126	25 Added 1.25%	2,025 $171 Million
Q2 2024 Jul 18, 2024	SELL	$75.81 - $80.15 $68,229 - $72,135	-900 Reduced 31.03%	2,000 $156 Million
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $218,225 - $233,827	2,900 New	2,900 $234 Million

Others Institutions Holding SCHD

# of Institutions

2,022

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History