Ahl Investment Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Ahl Investment Management, Inc.

$143 Million
Q4 2024

A detailed history of Ahl Investment Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ahl Investment Management, Inc. holds 135,118 shares of SCHD stock, worth $3.73 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

135,118

Previous 45,134 199.37%

Holding current value

$3.73 Million

Previous $3.82 Million 3.25%

% of portfolio

2.59%

Previous 2.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $2.42 Million - $7.64 Million	89,984 Added 199.37%	135,118 $3.69 Million
Q3 2024 Oct 30, 2024	BUY	$77.02 - $85.06 $5,930 - $6,549	77 Added 0.17%	45,134 $3.82 Million
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $310,441 - $328,214	4,095 Added 10.0%	45,057 $3.5 Million
Q1 2024 Apr 15, 2024	SELL	$75.25 - $80.63 $3,311 - $3,547	-44 Reduced 0.11%	40,962 $3.3 Million
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $1.24 Million - $1.41 Million	18,516 Added 82.33%	41,006 $3.12 Million
Q3 2023 Oct 05, 2023	SELL	$70.63 - $75.66 $211 - $226	-3 Reduced 0.01%	22,490 $1.59 Million
Q2 2023 Jul 19, 2023	BUY	$69.18 - $73.94 $43,652 - $46,656	631 Added 2.89%	22,493 $1.63 Million
Q1 2023 Apr 13, 2023	BUY	$70.28 - $78.03 $91,785 - $101,907	1,306 Added 6.35%	21,862 $1.6 Million
Q4 2022 Jan 17, 2023	SELL	$67.16 - $79.06 $48,825 - $57,476	-727 Reduced 3.42%	20,556 $0
Q3 2022 Oct 14, 2022	SELL	$66.43 - $77.87 $20,061 - $23,516	-302 Reduced 1.4%	21,283 $1.41 Million
Q2 2022 Jul 20, 2022	SELL	$70.31 - $80.24 $1,406 - $1,604	-20 Reduced 0.09%	21,585 $1.55 Million
Q1 2022 Apr 28, 2022	SELL	$75.14 - $81.94 $53,048 - $57,849	-706 Reduced 3.16%	21,605 $1.7 Million
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $1.67 Million - $1.8 Million	22,311 New	22,311 $1.8 Million

Others Institutions Holding SCHD

# of Institutions

1,952

Shares Held

849M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Ahl Investment Management, Inc. Schwab Strategic Tr Us Dividen Transaction History