Arrowroot Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History

Arrowroot Family Office, LLC

$172 Billion
Q3 2024

A detailed history of Arrowroot Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Arrowroot Family Office, LLC holds 64,595 shares of SCHD stock, worth $1.85 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares

64,595

Previous 66,358 2.66%

Holding current value

$1.85 Million

Previous $5.16 Billion 5.82%

% of portfolio

3.18%

Previous 3.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$77.02 - $85.06 $135,786 - $149,960	-1,763 Reduced 2.66%	64,595 $5.46 Billion
Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $179,290 - $189,554	-2,365 Reduced 3.44%	66,358 $5.16 Billion
Q1 2024 May 14, 2024	SELL	$75.25 - $80.63 $617,125 - $661,246	-8,201 Reduced 10.66%	68,723 $5.54 Billion
Q4 2023 Apr 16, 2024	SELL	$66.9 - $76.32 $91,184 - $104,024	-1,363 Reduced 1.74%	76,924 $5.86 Billion
Q3 2023 Apr 16, 2024	BUY	$70.63 - $75.66 $311,690 - $333,887	4,413 Added 5.97%	78,287 $5.54 Billion
Q2 2023 Apr 16, 2024	BUY	$69.18 - $73.94 $2.14 Million - $2.29 Million	30,928 Added 72.02%	73,874 $5.36 Billion
Q1 2023 Apr 16, 2024	BUY	$70.28 - $78.03 $3.02 Million - $3.35 Million	42,946 New	42,946 $3.14 Billion

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Arrowroot Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History