A detailed history of Alliance Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alliance Wealth Management Group holds 69,489 shares of SCHD stock, worth $5.36 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
69,489
Previous 57,211 21.46%
Holding current value
$5.36 Million
Previous $4.36 Million 28.63%
% of portfolio
1.61%
Previous 1.33%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$75.25 - $80.63 $923,919 - $989,975
12,278 Added 21.46%
69,489 $5.6 Million
Q4 2023

Jan 19, 2024

SELL
$66.9 - $76.32 $19,133 - $21,827
-286 Reduced 0.5%
57,211 $4.36 Million
Q2 2023

Aug 09, 2023

BUY
$69.18 - $73.94 $239,916 - $256,423
3,468 Added 6.42%
57,497 $4.18 Million
Q1 2023

May 05, 2023

SELL
$70.28 - $78.03 $183,922 - $204,204
-2,617 Reduced 4.62%
54,029 $3.95 Million
Q4 2022

Feb 10, 2023

SELL
$73.08 - $79.06 $146,598 - $158,594
-2,006 Reduced 3.42%
56,646 $4.28 Million
Q3 2022

Nov 04, 2022

SELL
N/A
-14,259 Reduced 19.56%
58,652 $3.9 Million
Q2 2022

Aug 10, 2022

BUY
N/A
8,743 Added 13.63%
72,911 $5.22 Million
Q1 2022

May 10, 2022

BUY
N/A
10,949 Added 20.57%
64,168 $5.06 Million
Q4 2021

Jan 18, 2022

BUY
N/A
944 Added 1.81%
53,219 $4.3 Million
Q3 2021

Oct 26, 2021

BUY
N/A
935 Added 1.82%
52,275 $3.88 Million
Q2 2021

Aug 13, 2021

BUY
N/A
34,198 Added 199.5%
51,340 $3.88 Million
Q1 2021

May 04, 2021

SELL
N/A
-1,381 Reduced 7.46%
17,142 $1.25 Million
Q4 2020

Jan 29, 2021

SELL
N/A
-1,009 Reduced 5.17%
18,523 $1.19 Million
Q3 2020

Nov 12, 2020

SELL
N/A
-3,931 Reduced 16.75%
19,532 $1.08 Million
Q2 2020

Sep 09, 2020

SELL
N/A
-53,176 Reduced 69.39%
23,463 $1.21 Million
Q1 2020

May 14, 2020

BUY
N/A
56,736 Added 285.06%
76,639 $3.45 Million
Q4 2019

Feb 10, 2020

SELL
N/A
-543 Reduced 2.66%
19,903 $1.15 Million
Q3 2019

Nov 12, 2019

BUY
N/A
637 Added 3.22%
20,446 $1.12 Million
Q2 2019

Aug 12, 2019

SELL
N/A
-121 Reduced 0.61%
19,809 $1.05 Million
Q1 2019

May 15, 2019

SELL
N/A
-93,916 Reduced 82.49%
19,930 $1.04 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-4,266 Reduced 3.61%
113,846 $5.35 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-3,007 Reduced 2.48%
118,112 $6.26 Million
Q2 2018

Aug 13, 2018

SELL
N/A
-56,183 Reduced 31.69%
121,119 $5.97 Million
Q1 2018

May 21, 2018

BUY
N/A
21,095 Added 13.5%
177,302 $8.69 Million
Q4 2017

Jan 31, 2018

SELL
N/A
-73,461 Reduced 31.99%
156,207 $7.99 Million
Q3 2017

Nov 09, 2017

BUY
N/A
229,668
229,668 $10.7 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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