Accordant Advisory Group Inc Schwab Strategic Tr Us Dividen Transaction History

Accordant Advisory Group Inc

  • $104 Billion
  • Q4 2024

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 6,075 shares of SCHD stock, worth $172,894. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,075
Previous 2,025 200.0%
Holding current value
$172,894
Previous $171 Million 3.04%
% of portfolio
0.16%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,945
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
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 Accordant Advisory Group Inc Portfolio

Follow Accordant Advisory Group 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 Accordant Advisory Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Accordant Advisory Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email