Advance Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Advance Capital Management, Inc.

  • $1.69 Billion
  • Q3 2024

A detailed history of Advance Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advance Capital Management, Inc. holds 11,074 shares of SCHD stock, worth $299,883. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,074
Previous 10,106 9.58%
Holding current value
$299,883
Previous $785,000 19.24%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 07, 2024
BUY
$77.02 - $85.06 $74,555 - $82,338
968 Added 9.58%
11,074 $936,000
Q2 2024

Jul 08, 2024
SELL
$75.81 - $80.15 $54,583 - $57,708
-720 Reduced 6.65%
10,106 $785,000
Q1 2024

Apr 04, 2024
BUY
$75.25 - $80.63 $12,943 - $13,868
172 Added 1.61%
10,826 $872,000
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $669 - $763
10 Added 0.09%
10,654 $811,000
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $136,739 - $146,477
1,936 Added 22.23%
10,644 $753,000
Q2 2023

Jul 03, 2023
SELL
$69.18 - $73.94 $78,726 - $84,143
-1,138 Reduced 11.56%
8,708 $632,000
Q1 2023

Apr 04, 2023
BUY
$70.28 - $78.03 $330,386 - $366,819
4,701 Added 91.37%
9,846 $720,000
Q4 2022

Feb 08, 2023
SELL
$67.16 - $79.06 $26,931 - $31,703
-401 Reduced 7.23%
5,145 $388,000
Q3 2022

Oct 28, 2022
BUY
$66.43 - $77.87 $368,420 - $431,867
5,546 New
5,546 $368,000

Others Institutions Holding SCHD

# of Institutions
1,760
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
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