Arkadios Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Arkadios Wealth Advisors

  • $1.23 Billion
  • Q1 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 99,271 shares of SCHD stock, worth $7.72 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
99,271
Previous 100,985 1.7%
Holding current value
$7.72 Million
Previous $7.69 Million 4.12%
% of portfolio
0.65%
Previous 0.67%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $105,600 - $114,241
1,445 Added 1.69%
86,698 $0
Q3 2022

Oct 21, 2022
BUY
N/A
8,661 Added 11.31%
85,253 $5.66 Million
Q2 2022

Jul 14, 2022
BUY
N/A
675 Added 0.89%
76,592 $5.49 Million
Q1 2022

May 02, 2022
SELL
N/A
-66,064 Reduced 46.53%
75,917 $5.99 Million
Q4 2021

Feb 03, 2022
BUY
N/A
124,110 Added 694.48%
141,981 $11.5 Million
Q3 2021

Oct 19, 2021
BUY
N/A
13,409 Added 300.52%
17,871 $1.33 Million
Q2 2021

Jul 28, 2021
BUY
N/A
2,902 Added 186.03%
4,462 $337,000
Q1 2021

Apr 26, 2021
BUY
N/A
673 Added 75.87%
1,560 $113,000
Q4 2020

Feb 09, 2021
BUY
N/A
7 Added 0.8%
887 $56,000
Q3 2020

Nov 10, 2020
BUY
N/A
731 Added 490.6%
880 $51.7 Million
Q4 2019

Feb 14, 2020
BUY
N/A
149 New
149 $0

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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