American Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

American Capital Advisory, LLC

  • $181 Billion
  • Q4 2024

A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, American Capital Advisory, LLC holds 18,591 shares of SCHD stock, worth $521,477. This represents 0.28% of its overall portfolio holdings.

Number of Shares
18,591
Previous 6,265 196.74%
Holding current value
$521,477
Previous $530 Million 4.09%
% of portfolio
0.28%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $331,939 - $1.05 Million
12,326 Added 196.74%
18,591 $508 Million
Q2 2024

Jul 29, 2024
BUY
$75.81 - $80.15 $197,257 - $208,550
2,602 Added 71.03%
6,265 $477 Million
Q1 2024

Apr 29, 2024
SELL
$75.25 - $80.63 $195,800 - $209,799
-2,602 Reduced 41.53%
3,663 $268 Million
Q4 2023

Apr 09, 2024
BUY
$66.9 - $76.32 $419,128 - $478,144
6,265 New
6,265 $477 Million

Others Institutions Holding SCHD

# of Institutions
1,943
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track American Capital Advisory, LLC Portfolio

Follow American Capital Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Capital Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email