A detailed history of Albion Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Albion Financial Group holds 113,025 shares of SCHD stock, worth $9.35 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
113,025
Previous 1,000 11202.5%
Holding current value
$9.35 Million
Previous $80,000 10885.0%
% of portfolio
0.67%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$75.81 - $80.15 $8.49 Million - $8.98 Million
112,025 Added 11202.5%
113,025 $8.79 Million
Q3 2023

Nov 01, 2023

SELL
$70.63 - $75.66 $59,117 - $63,327
-837 Reduced 45.56%
1,000 $70,000
Q2 2023

Jul 25, 2023

BUY
$69.18 - $73.94 $69,664 - $74,457
1,007 Added 121.33%
1,837 $133,000
Q1 2023

Apr 18, 2023

BUY
$70.28 - $78.03 $70 - $78
1 Added 0.12%
830 $60,000
Q4 2022

Feb 03, 2023

BUY
$73.08 - $79.06 $60,583 - $65,540
829 New
829 $62,000
Q1 2022

May 09, 2022

SELL
N/A
-788 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
N/A
788 New
788 $64,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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