Anchor Investment Management, LLC Schwab Strategic Tr Intl Divid Transaction History

Anchor Investment Management, LLC

$1.07 Trillion
Q1 2025

A detailed history of Anchor Investment Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Anchor Investment Management, LLC holds 2,187 shares of SCHY stock, worth $59,792. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,187

Previous 2,274 3.83%

Holding current value

$59,792

Previous $52.6 Million 5.62%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	SELL	$22.91 - $25.71 $1,993 - $2,236	-87 Reduced 3.83%	2,187 $55.5 Million
Q4 2024 Feb 13, 2025	BUY	$23.01 - $26.06 $1,564 - $1,772	68 Added 3.08%	2,274 $52.6 Million
Q3 2024 Nov 21, 2024	BUY	$23.66 - $26.53 $5,891 - $6,605	249 Added 12.72%	2,206 $57.7 Million
Q2 2024 Sep 20, 2024	SELL	$23.23 - $24.96 $12,683 - $13,628	-546 Reduced 21.81%	1,957 $46.1 Million
Q1 2024 May 15, 2024	BUY	$23.78 - $24.68 $4,851 - $5,034	204 Added 8.87%	2,503 $60.7 Million
Q4 2023 Jan 02, 2024	BUY	$22.12 - $24.59 $50,853 - $56,532	2,299 New	2,299 $56.5 Million
Q3 2023 Jan 02, 2024	BUY	$22.9 - $24.85 $8,198 - $8,896	358 Added 20.18%	2,132 $49 Million
Q2 2023 Jan 02, 2024	BUY	$23.33 - $24.6 $5,692 - $6,002	244 Added 15.95%	1,774 $42.5 Million
Q1 2023 Jan 02, 2024	SELL	$22.48 - $24.05 $17,287 - $18,494	-769 Reduced 33.45%	1,530 $36.2 Million

Others Institutions Holding SCHY

# of Institutions

131

Shares Held

11.1M

Call Options Held

300

Put Options Held

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About SCHWAB STRATEGIC TR INTL DIVID

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Anchor Investment Management, LLC Schwab Strategic Tr Intl Divid Transaction History