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

Allied Investment Advisors, LLC

  • $505 Million
  • Q3 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 477,398 shares of SCHD stock, worth $12.9 Million. This represents 7.99% of its overall portfolio holdings.

Number of Shares
477,398
Previous 2,623 18100.46%
Holding current value
$12.9 Million
Previous $203,000 19778.82%
% of portfolio
7.99%
Previous 0.05%

Shares

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

Oct 04, 2024
BUY
$77.02 - $85.06 $36.6 Million - $40.4 Million
474,775 Added 18100.46%
477,398 $40.4 Million
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
$70.31 - $80.24 $184,423 - $210,469
-2,623 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$74.93 - $80.86 $196,541 - $212,095
2,623 New
2,623 $212,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
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
  • Industry ETFs
More about SCHD
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