Arkadios Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Arkadios Wealth Advisors holds 26,543 shares of SCHD stock, worth $718,784. This represents 0.14% of its overall portfolio holdings.

Number of Shares

26,543

Previous 21,659 22.55%

Holding current value

$718,784

Previous $1.68 Million 33.19%

% of portfolio

0.14%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $376,165 - $415,433	4,884 Added 22.55%	26,543 $2.24 Million
Q2 2024 Jul 29, 2024	SELL	$75.81 - $80.15 $5.88 Million - $6.22 Million	-77,612 Reduced 78.18%	21,659 $1.68 Million
Q1 2024 Apr 30, 2024	SELL	$75.25 - $80.63 $128,978 - $138,199	-1,714 Reduced 1.7%	99,271 $8 Million
Q4 2023 Jan 24, 2024	SELL	$66.9 - $76.32 $18,129 - $20,682	-271 Reduced 0.27%	100,985 $7.69 Million
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $494,480 - $529,695	7,001 Added 7.43%	101,256 $7.16 Million
Q2 2023 Jul 26, 2023	BUY	$69.18 - $73.94 $276,028 - $295,020	3,990 Added 4.42%	94,255 $6.84 Million
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $250,688 - $278,333	3,567 Added 4.11%	90,265 $6.6 Million
Q4 2022 Jan 11, 2023	BUY	$67.16 - $79.06 $97,046 - $114,241	1,445 Added 1.69%	86,698 $0
Q3 2022 Oct 21, 2022	BUY	$66.43 - $77.87 $575,350 - $674,432	8,661 Added 11.31%	85,253 $5.66 Million
Q2 2022 Jul 14, 2022	BUY	$70.31 - $80.24 $47,459 - $54,162	675 Added 0.89%	76,592 $5.49 Million
Q1 2022 May 02, 2022	SELL	$75.14 - $81.94 $4.96 Million - $5.41 Million	-66,064 Reduced 46.53%	75,917 $5.99 Million
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $9.3 Million - $10 Million	124,110 Added 694.48%	141,981 $11.5 Million
Q3 2021 Oct 19, 2021	BUY	$74.23 - $78.13 $995,350 - $1.05 Million	13,409 Added 300.52%	17,871 $1.33 Million
Q2 2021 Jul 28, 2021	BUY	$73.32 - $77.65 $212,774 - $225,340	2,902 Added 186.03%	4,462 $337,000
Q1 2021 Apr 26, 2021	BUY	$63.23 - $73.67 $42,553 - $49,579	673 Added 75.87%	1,560 $113,000
Q4 2020 Feb 09, 2021	BUY	$54.8 - $65.16 $383 - $456	7 Added 0.8%	887 $56,000
Q3 2020 Nov 10, 2020	BUY	$50.37 - $58.54 $36,820 - $42,792	731 Added 490.6%	880 $51.7 Million
Q4 2019 Feb 14, 2020	BUY	$52.87 - $58.15 $7,877 - $8,664	149 New	149 $0

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Arkadios Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History