Allied Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Allied Investment Advisors, LLC

  • $414 Million
  • Q1 2024

A detailed history of Allied Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 2,623 shares of SCHD stock, worth $202,207. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,623
Holding current value
$202,207
% of portfolio
0.05%

Shares

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

Apr 11, 2024
BUY
$75.25 - $80.63 $197,380 - $211,492
2,623 New
2,623 $211,000
Q2 2022

Jul 13, 2022
SELL
N/A
-2,623 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
N/A
2,623 New
2,623 $212,000

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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