Alpha Cubed Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Alpha Cubed Investments, LLC

  • $2.24 Billion
  • Q3 2024

A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 52,461 shares of SCHD stock, worth $1.5 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
52,461
Previous 57,488 8.74%
Holding current value
$1.5 Million
Previous $4.47 Million 0.81%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Oct 07, 2024
SELL
$77.02 - $85.06 $387,179 - $427,596
-5,027 Reduced 8.74%
52,461 $4.43 Million
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $351,151 - $371,254
4,632 Added 8.76%
57,488 $4.47 Million
Q1 2024

Apr 22, 2024
SELL
$75.25 - $80.63 $353,148 - $378,396
-4,693 Reduced 8.15%
52,856 $4.26 Million
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $117,141 - $133,636
1,751 Added 3.14%
57,549 $4.38 Million
Q3 2023

Oct 19, 2023
BUY
$70.63 - $75.66 $175,444 - $187,939
2,484 Added 4.66%
55,798 $3.95 Million
Q2 2023

Jul 20, 2023
SELL
$69.18 - $73.94 $1.08 Million - $1.15 Million
-15,574 Reduced 22.61%
53,314 $3.87 Million
Q1 2023

Apr 26, 2023
BUY
$70.28 - $78.03 $300,447 - $333,578
4,275 Added 6.62%
68,888 $5.04 Million
Q4 2022

Jan 25, 2023
BUY
$67.16 - $79.06 $480,731 - $565,911
7,158 Added 12.46%
64,613 $0
Q3 2022

Nov 03, 2022
BUY
$66.43 - $77.87 $294,816 - $345,587
4,438 Added 8.37%
57,455 $3.82 Million
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $1.5 Million - $1.72 Million
21,381 Added 67.58%
53,017 $3.8 Million
Q1 2022

Apr 22, 2022
BUY
$75.14 - $81.94 $2.14 Million - $2.33 Million
28,493 Added 906.55%
31,636 $2.5 Million
Q4 2021

Jan 19, 2022
BUY
$74.93 - $80.86 $235,504 - $254,142
3,143 New
3,143 $254,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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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