Arkadios Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 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 83,114 shares of SCHD stock, worth $2.32 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

83,114

Previous 26,543 213.13%

Holding current value

$2.32 Million

Previous $2.24 Million 1.2%

% of portfolio

0.13%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $1.52 Million - $4.81 Million	56,571 Added 213.13%	83,114 $2.27 Million
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

1,949

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History