A detailed history of Ally Invest Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ally Invest Advisors Inc. holds 13,928 shares of SCHD stock, worth $398,758. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,928
Previous 16,553 15.86%
Holding current value
$398,758
Previous $1.29 Million 8.55%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Nov 13, 2024

SELL
$77.02 - $85.06 $202,177 - $223,282
-2,625 Reduced 15.86%
13,928 $1.18 Million
Q2 2024

Aug 13, 2024

SELL
$75.81 - $80.15 $5,534 - $5,850
-73 Reduced 0.44%
16,553 $1.29 Million
Q1 2024

May 14, 2024

SELL
$75.25 - $80.63 $189,630 - $203,187
-2,520 Reduced 13.16%
16,626 $1.34 Million
Q4 2023

Feb 13, 2024

SELL
$66.9 - $76.32 $36,393 - $41,518
-544 Reduced 2.76%
19,146 $1.46 Million
Q3 2023

Nov 13, 2023

SELL
$70.63 - $75.66 $38,634 - $41,386
-547 Reduced 2.7%
19,690 $1.39 Million
Q2 2023

Aug 11, 2023

BUY
$69.18 - $73.94 $145,347 - $155,347
2,101 Added 11.58%
20,237 $1.47 Million
Q1 2023

May 12, 2023

BUY
$70.28 - $78.03 $638,493 - $708,902
9,085 Added 100.38%
18,136 $1.33 Million
Q4 2022

Feb 13, 2023

BUY
$67.16 - $79.06 $234,186 - $275,682
3,487 Added 62.67%
9,051 $683,000
Q3 2022

Nov 10, 2022

BUY
$66.43 - $77.87 $369,616 - $433,268
5,564 New
5,564 $370,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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