Aurora Private Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History

Aurora Private Wealth, Inc.

$125 Million
Q1 2025

A detailed history of Aurora Private Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aurora Private Wealth, Inc. holds 63,600 shares of SCHD stock, worth $1.7 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

63,600

Previous 191,391 66.77%

Holding current value

$1.7 Million

Previous $1.65 Million 7.76%

% of portfolio

1.42%

Previous 1.52%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$27.01 - $28.54 $3.45 Million - $3.65 Million	-127,791 Reduced 66.77%	63,600 $1.78 Million
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $3.45 Million - $3.65 Million	127,848 Added 201.2%	191,391 $1.65 Million
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $1.1 Million - $3.48 Million	40,911 Added 180.77%	63,543 $1.74 Million
Q3 2024 Oct 18, 2024	SELL	$77.02 - $85.06 $154,117 - $170,205	-2,001 Reduced 8.12%	22,632 $1.91 Million
Q2 2024 Jul 17, 2024	SELL	$75.81 - $80.15 $24,486 - $25,888	-323 Reduced 1.29%	24,633 $1.92 Million
Q1 2024 Apr 22, 2024	SELL	$75.25 - $80.63 $19,414 - $20,802	-258 Reduced 1.02%	24,956 $2 Million
Q4 2023 Jan 30, 2024	BUY	$66.9 - $76.32 $13,982 - $15,950	209 Added 0.84%	25,214 $1.92 Million
Q3 2023 Oct 18, 2023	BUY	$70.63 - $75.66 $105,379 - $112,884	1,492 Added 6.35%	25,005 $1.77 Million
Q2 2023 Jul 20, 2023	SELL	$69.18 - $73.94 $143,410 - $153,277	-2,073 Reduced 8.1%	23,513 $1.71 Million
Q1 2023 Apr 06, 2023	SELL	$70.28 - $78.03 $55,942 - $62,111	-796 Reduced 3.02%	25,586 $1.87 Million
Q4 2022 Jan 13, 2023	SELL	$67.16 - $79.06 $28.3 Million - $33.3 Million	-421,765 Reduced 94.11%	26,382 $1.99 Million
Q3 2022 Oct 12, 2022	SELL	$66.43 - $77.87 $5.62 Million - $6.59 Million	-84,584 Reduced 15.88%	448,147 $29.8 Million
Q2 2022 Jul 21, 2022	SELL	$70.31 - $80.24 $7.38 Million - $8.43 Million	-105,027 Reduced 19.71%	427,704 $30.6 Million
Q2 2022 Jul 21, 2022	BUY	$70.31 - $80.24 $8.27 Million - $9.44 Million	117,597 Added 28.33%	532,731 $30.5 Million
Q1 2022 Apr 14, 2022	BUY	$75.14 - $81.94 $670,549 - $731,232	8,924 Added 2.2%	415,134 $32.8 Million
Q4 2021 Feb 02, 2022	BUY	$74.93 - $80.86 $610,229 - $658,523	8,144 Added 2.05%	406,210 $32.8 Million
Q3 2021 Nov 08, 2021	BUY	$74.23 - $78.13 $1.28 Million - $1.34 Million	17,213 Added 4.52%	398,066 $29.6 Million
Q2 2021 Jul 13, 2021	BUY	$73.32 - $77.65 $851,391 - $901,671	11,612 Added 3.14%	380,853 $28.8 Million
Q1 2021 Apr 19, 2021	BUY	$63.23 - $73.67 $1.04 Million - $1.21 Million	16,401 Added 4.65%	369,241 $26.9 Million
Q4 2020 Jan 15, 2021	BUY	$54.8 - $65.16 $702,810 - $835,677	12,825 Added 3.77%	352,840 $22.6 Million
Q3 2020 Oct 26, 2020	BUY	$50.37 - $58.54 $5.17 Million - $6.01 Million	102,693 Added 43.27%	340,015 $18.8 Million
Q2 2020 Jul 27, 2020	SELL	$43.56 - $56.5 $7.4 Million - $9.59 Million	-169,792 Reduced 41.71%	237,322 $12.3 Million
Q1 2020 May 14, 2020	BUY	$39.5 - $59.28 $6.66 Million - $9.99 Million	168,585 Added 70.68%	407,114 $18.3 Million
Q4 2019 Feb 05, 2020	BUY	$52.87 - $58.15 $12.6 Million - $13.9 Million	238,529 New	238,529 $1.03 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Aurora Private Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History