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

Ahl Investment Management, Inc.

  • $136 Million
  • Q2 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 45,057 shares of SCHD stock, worth $3.65 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
45,057
Previous 40,962 10.0%
Holding current value
$3.65 Million
Previous $3.3 Million 6.09%
% of portfolio
2.57%
Previous 2.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $53,129 - $57,476
-727 Reduced 3.42%
20,556 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-302 Reduced 1.4%
21,283 $1.41 Million
Q2 2022

Jul 20, 2022
SELL
N/A
-20 Reduced 0.09%
21,585 $1.55 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-706 Reduced 3.16%
21,605 $1.7 Million
Q4 2021

Feb 03, 2022
BUY
N/A
22,311 New
22,311 $1.8 Million

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
274M
Call Options Held
1.95M
Put Options Held
715K
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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