Advisory Resource Group Schwab Strategic Tr Us Dividen Transaction History

Advisory Resource Group

$414 Million
Q3 2024

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 16,560 shares of SCHD stock, worth $460,533. This represents 0.34% of its overall portfolio holdings.

Number of Shares

16,560

Previous 16,314 1.51%

Holding current value

$460,533

Previous $1.27 Million 10.33%

% of portfolio

0.34%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,759

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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