Avalon Investment & Advisory Schwab Strategic Tr Us Dividen Transaction History

Avalon Investment & Advisory

  • $3.56 Billion
  • Q1 2023

A detailed history of Avalon Investment & Advisory transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avalon Investment & Advisory holds 11,315 shares of SCHD stock, worth $308,786. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,315
Previous 11,315 -0.0%
Holding current value
$308,786
Previous $855,000 3.27%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $269,647 - $317,425
4,015 Added 55.0%
11,315 $855,000
Q3 2022

Nov 01, 2022
BUY
$66.43 - $77.87 $484,939 - $568,451
7,300 New
7,300 $485,000

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Avalon Investment & Advisory Portfolio

Follow Avalon Investment & Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Investment & Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Investment & Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email