Alliance Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History

Alliance Wealth Management Group

  • $393 Million
  • Q2 2025

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 198,638 shares of SCHD stock, worth $5.28 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
198,638
Previous 208,100 4.55%
Holding current value
$5.28 Million
Previous $5.82 Million 9.54%
% of portfolio
1.34%
Previous 1.52%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$24.32 - $27.87 $230,115 - $263,705
-9,462 Reduced 4.55%
198,638 $5.26 Million
Q1 2025

May 08, 2025
BUY
$27.01 - $28.54 $34,545 - $36,502
1,279 Added 0.62%
208,100 $5.82 Million
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $3.66 Million - $11.6 Million
135,977 Added 191.94%
206,821 $5.65 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $228,903 - $252,798
2,972 Added 4.38%
70,844 $5.99 Million
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $122,584 - $129,602
-1,617 Reduced 2.33%
67,872 $5.28 Million
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
$67.16 - $79.06 $134,722 - $158,594
-2,006 Reduced 3.42%
56,646 $4.28 Million
Q3 2022

Nov 04, 2022
SELL
$66.43 - $77.87 $947,225 - $1.11 Million
-14,259 Reduced 19.56%
58,652 $3.9 Million
Q2 2022

Aug 10, 2022
BUY
$70.31 - $80.24 $614,720 - $701,538
8,743 Added 13.63%
72,911 $5.22 Million
Q1 2022

May 10, 2022
BUY
$75.14 - $81.94 $822,707 - $897,161
10,949 Added 20.57%
64,168 $5.06 Million
Q4 2021

Jan 18, 2022
BUY
$74.93 - $80.86 $70,733 - $76,331
944 Added 1.81%
53,219 $4.3 Million
Q3 2021

Oct 26, 2021
BUY
$74.23 - $78.13 $69,405 - $73,051
935 Added 1.82%
52,275 $3.88 Million
Q2 2021

Aug 13, 2021
BUY
$73.32 - $77.65 $2.51 Million - $2.66 Million
34,198 Added 199.5%
51,340 $3.88 Million
Q1 2021

May 04, 2021
SELL
$63.23 - $73.67 $87,320 - $101,738
-1,381 Reduced 7.46%
17,142 $1.25 Million
Q4 2020

Jan 29, 2021
SELL
$54.8 - $65.16 $55,293 - $65,746
-1,009 Reduced 5.17%
18,523 $1.19 Million
Q3 2020

Nov 12, 2020
SELL
$50.37 - $58.54 $198,004 - $230,120
-3,931 Reduced 16.75%
19,532 $1.08 Million
Q2 2020

Sep 09, 2020
SELL
$43.56 - $56.5 $2.32 Million - $3 Million
-53,176 Reduced 69.39%
23,463 $1.21 Million
Q1 2020

May 14, 2020
BUY
$39.5 - $59.28 $2.24 Million - $3.36 Million
56,736 Added 285.06%
76,639 $3.45 Million
Q4 2019

Feb 10, 2020
SELL
$52.87 - $58.15 $28,708 - $31,575
-543 Reduced 2.66%
19,903 $1.15 Million
Q3 2019

Nov 12, 2019
BUY
$54.39 - $55.76 $34,646 - $35,519
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

# of Institutions
2,022
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
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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