Advisory Resource Group Schwab Strategic Tr Us Dividen Transaction History

Advisory Resource Group

  • $396 Million
  • Q1 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 15,879 shares of SCHD stock, worth $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
15,879
Previous 15,249 4.13%
Holding current value
$1.23 Million
Previous $1.16 Million 10.34%
% of portfolio
0.32%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $205,574 - $222,395
2,813 New
2,813 $0

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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