All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

All Gen Financial Advisors, Inc.

$338 Billion
Q1 2025

A detailed history of All Gen Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 466,663 shares of SCHD stock, worth $12.2 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares

466,663

Previous 483,863 3.55%

Holding current value

$12.2 Million

Previous $13.2 Billion 1.3%

% of portfolio

3.86%

Previous 4.44%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$27.01 - $28.54 $464,572 - $490,888	-17,200 Reduced 3.55%	466,663 $13 Billion
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $8.66 Million - $27.3 Million	321,461 Added 197.94%	483,863 $13.2 Billion
Q3 2024 Oct 24, 2024	SELL	$77.02 - $85.06 $10.3 Million - $11.4 Million	-133,552 Reduced 45.13%	162,402 $13.7 Billion
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $800,781 - $846,624	10,563 Added 3.7%	295,954 $23 Billion
Q1 2024 Apr 23, 2024	BUY	$75.25 - $80.63 $450,070 - $482,248	5,981 Added 2.14%	285,391 $23 Billion
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $865,619 - $987,504	12,939 Added 4.86%	279,410 $21.3 Billion
Q3 2023 Oct 16, 2023	SELL	$70.63 - $75.66 $148,111 - $158,659	-2,097 Reduced 0.78%	266,471 $18.9 Billion
Q2 2023 Jul 26, 2023	SELL	$69.18 - $73.94 $1.47 Million - $1.57 Million	-21,224 Reduced 7.32%	268,568 $19.5 Billion
Q1 2023 May 05, 2023	SELL	$70.28 - $78.03 $181,533 - $201,551	-2,583 Reduced 0.88%	289,792 $21.2 Billion
Q4 2022 Feb 14, 2023	SELL	$67.16 - $79.06 $432,376 - $508,988	-6,438 Reduced 2.15%	292,375 $22.1 Billion
Q3 2022 Feb 14, 2023	BUY	$66.43 - $77.87 $1.23 Million - $1.45 Million	18,570 Added 6.63%	298,813 $19.9 Billion
Q2 2022 Feb 14, 2023	SELL	$70.31 - $80.24 $2.12 Million - $2.42 Million	-30,129 Reduced 9.71%	280,243 $20.1 Billion
Q1 2022 Feb 14, 2023	BUY	$75.14 - $81.94 $1.44 Million - $1.57 Million	19,146 Added 6.57%	310,372 $22.3 Billion
Q4 2021 Feb 14, 2023	BUY	$74.93 - $80.86 $729,143 - $786,848	9,731 Added 3.46%	291,226 $23.5 Billion
Q3 2021 Feb 14, 2023	BUY	$74.23 - $78.13 $1.09 Million - $1.15 Million	14,744 Added 5.53%	281,495 $20.9 Billion
Q2 2021 Feb 14, 2023	SELL	$73.32 - $77.65 $755,195 - $799,795	-10,300 Reduced 3.72%	266,751 $20.2 Billion
Q1 2021 Feb 14, 2023	SELL	$63.23 - $73.67 $277,326 - $323,116	-4,386 Reduced 1.56%	277,051 $20.2 Billion
Q4 2020 Feb 14, 2023	BUY	$54.8 - $65.16 $15.4 Million - $18.3 Million	281,437 New	281,437 $18.1 Billion

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History