Advisory Resource Group Schwab Strategic Tr Us Dividen Transaction History

Advisory Resource Group

$410 Million
Q1 2025

A detailed history of Advisory Resource Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisory Resource Group holds 56,980 shares of SCHD stock, worth $1.49 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

56,980

Previous 50,240 13.42%

Holding current value

$1.49 Million

Previous $1.37 Million 16.11%

% of portfolio

0.39%

Previous 0.34%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$27.01 - $28.54 $182,047 - $192,359	6,740 Added 13.42%	56,980 $1.59 Million
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $907,002 - $2.86 Million	33,680 Added 203.38%	50,240 $1.37 Million
Q3 2024 Nov 20, 2024	BUY	$77.02 - $85.06 $18,946 - $20,924	246 Added 1.51%	16,560 $1.4 Million
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $32,977 - $34,865	435 Added 2.74%	16,314 $1.27 Million
Q1 2024 May 17, 2024	BUY	$75.25 - $80.63 $47,407 - $50,796	630 Added 4.13%	15,879 $1.28 Million
Q4 2023 Jan 11, 2024	BUY	$66.9 - $76.32 $152,063 - $173,475	2,273 Added 17.52%	15,249 $1.16 Million
Q3 2023 Dec 05, 2023	BUY	$70.63 - $75.66 $394,468 - $422,561	5,585 Added 75.56%	12,976 $918,000
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $270,908 - $289,549	3,916 Added 112.69%	7,391 $536,000
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $46,525 - $51,655	662 Added 23.53%	3,475 $254,000
Q4 2022 Jan 27, 2023	BUY	$67.16 - $79.06 $188,921 - $222,395	2,813 New	2,813 $0

Others Institutions Holding SCHD

# of Institutions

1,997

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Advisory Resource Group Schwab Strategic Tr Us Dividen Transaction History