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

Allied Investment Advisors, LLC

$526 Million
Q1 2025

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 1,531,316 shares of SCHD stock, worth $39.5 Million. This represents 8.03% of its overall portfolio holdings.

Number of Shares

1,531,316

Previous 1,454,946 5.25%

Holding current value

$39.5 Million

Previous $39.7 Million 6.25%

% of portfolio

8.03%

Previous 7.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$27.01 - $28.54 $2.06 Million - $2.18 Million	76,370 Added 5.25%	1,531,316 $42.2 Million
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $26.3 Million - $83 Million	977,548 Added 204.77%	1,454,946 $39.7 Million
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

1,974

Shares Held

839M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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