A detailed history of Aprio Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 29,160 shares of SCHD stock, worth $834,850. This represents 0.43% of its overall portfolio holdings.

Number of Shares
29,160
Previous 29,367 0.7%
Holding current value
$834,850
Previous $2.28 Million 7.93%
% of portfolio
0.43%
Previous 0.44%

Shares

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

Oct 07, 2024

SELL
$77.02 - $85.06 $15,943 - $17,607
-207 Reduced 0.7%
29,160 $2.46 Million
Q2 2024

Jul 10, 2024

SELL
$75.81 - $80.15 $160,034 - $169,196
-2,111 Reduced 6.71%
29,367 $2.28 Million
Q1 2024

Apr 10, 2024

SELL
$75.25 - $80.63 $111,294 - $119,251
-1,479 Reduced 4.49%
31,478 $2.54 Million
Q4 2023

Jan 17, 2024

BUY
$66.9 - $76.32 $150,458 - $171,643
2,249 Added 7.32%
32,957 $2.51 Million
Q3 2023

Oct 10, 2023

BUY
$70.63 - $75.66 $1.6 Million - $1.71 Million
22,620 Added 279.67%
30,708 $2.17 Million
Q2 2023

Jul 13, 2023

SELL
$69.18 - $73.94 $27,602 - $29,502
-399 Reduced 4.7%
8,088 $587,000
Q1 2023

Apr 14, 2023

BUY
$70.28 - $78.03 $116,172 - $128,983
1,653 Added 24.19%
8,487 $620,000
Q4 2022

Jan 11, 2023

SELL
$67.16 - $79.06 $89,591 - $105,466
-1,334 Reduced 16.33%
6,834 $0
Q3 2022

Oct 13, 2022

SELL
$66.43 - $77.87 $61,979 - $72,652
-933 Reduced 10.25%
8,168 $543,000
Q2 2022

Jul 26, 2022

SELL
$70.31 - $80.24 $11,390 - $12,998
-162 Reduced 1.75%
9,101 $652,000
Q1 2022

Apr 19, 2022

BUY
$75.14 - $81.94 $255,025 - $278,104
3,394 Added 57.83%
9,263 $731,000
Q4 2021

Jan 26, 2022

SELL
$74.93 - $80.86 $34,018 - $36,710
-454 Reduced 7.18%
5,869 $474,000
Q3 2021

Oct 14, 2021

SELL
$74.23 - $78.13 $220,908 - $232,514
-2,976 Reduced 32.0%
6,323 $469,000
Q2 2021

Jul 23, 2021

BUY
$73.32 - $77.65 $348,123 - $368,682
4,748 Added 104.33%
9,299 $703,000
Q4 2020

Jan 11, 2021

SELL
$54.8 - $65.16 $221,666 - $263,572
-4,045 Reduced 47.06%
4,551 $292,000
Q3 2020

Oct 14, 2020

SELL
$50.37 - $58.54 $113,080 - $131,422
-2,245 Reduced 20.71%
8,596 $475,000
Q2 2020

Jul 20, 2020

BUY
$43.56 - $56.5 $13,068 - $16,950
300 Added 2.85%
10,841 $561,000
Q1 2020

Apr 16, 2020

BUY
$39.5 - $59.28 $416,369 - $624,870
10,541 New
10,541 $474,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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