Acg Wealth Schwab Strategic Tr Us Dividen Transaction History

Acg Wealth

$437 Million
Q3 2022

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	BUY	$70.31 - $80.24 $112,988 - $128,945	1,607 New	1,607 $115,000
Q1 2022 Apr 07, 2022	SELL	$75.14 - $81.94 $595,634 - $649,538	-7,927 Closed	0 $0
Q4 2021 Jan 18, 2022	SELL	$74.93 - $80.86 $423,204 - $456,697	-5,648 Reduced 41.61%	7,927 $641,000
Q3 2021 Nov 01, 2021	BUY	$74.23 - $78.13 $661,686 - $696,450	8,914 Added 191.25%	13,575 $1.01 Million
Q2 2021 Aug 06, 2021	BUY	$73.32 - $77.65 $1,173 - $1,242	16 Added 0.34%	4,661 $353,000
Q1 2021 May 03, 2021	BUY	$63.23 - $73.67 $948 - $1,105	15 Added 0.32%	4,645 $339,000
Q4 2020 Feb 02, 2021	BUY	$54.8 - $65.16 $253,724 - $301,690	4,630 New	4,630 $297,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acg Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Acg Wealth with notifications on news.