Allie Family Office LLC Schwab Strategic Tr Us Dividen Transaction History

Allie Family Office LLC

  • $186 Million
  • Q3 2024

A detailed history of Allie Family Office LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Allie Family Office LLC holds 9,641 shares of SCHD stock, worth $272,069. This represents 0.44% of its overall portfolio holdings.

Number of Shares
9,641
Previous 9,974 3.34%
Holding current value
$272,069
Previous $775,000 5.03%
% of portfolio
0.44%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Jan 03, 2025
SELL
$77.02 - $85.06 $25,647 - $28,324
-333 Reduced 3.34%
9,641 $814,000
Q3 2024

Nov 08, 2024
SELL
$77.02 - $85.06 $25,647 - $28,324
-333 Reduced 3.34%
9,641 $814,000
Q2 2024

Jan 03, 2025
BUY
$75.81 - $80.15 $2,880 - $3,045
38 Added 0.38%
9,974 $775,000
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $2,880 - $3,045
38 Added 0.38%
9,974 $775,000
Q1 2024

Jan 03, 2025
BUY
$75.25 - $80.63 $22,198 - $23,785
295 Added 3.06%
9,936 $801,000
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $664,718 - $758,315
9,936 New
9,936 $756,000

Others Institutions Holding SCHD

# of Institutions
1,786
Shares Held
340M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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