Avion Wealth Schwab Strategic Tr Us Dividen Transaction History

Avion Wealth

$389 Million
Q4 2024

A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avion Wealth holds 1,339 shares of SCHD stock, worth $36,902. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,339

Previous 496 169.96%

Holding current value

$36,902

Previous $41,000 12.2%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $22,701 - $71,612	843 Added 169.96%	1,339 $36,000
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $462 - $510	6 Added 1.22%	496 $41,000
Q2 2024 Jul 26, 2024	BUY	$75.81 - $80.15 $29,111 - $30,777	384 Added 362.26%	490 $38,000
Q1 2024 May 03, 2024	SELL	$75.25 - $80.63 $24,907 - $26,688	-331 Reduced 75.74%	106 $9,000
Q2 2023 Jul 14, 2023	SELL	$69.18 - $73.94 $69 - $73	-1 Reduced 0.23%	437 $31,000
Q3 2021 Nov 01, 2021	BUY	$74.23 - $78.13 $3,711 - $3,906	50 Added 12.89%	438 $32,000
Q2 2021 Jul 27, 2021	BUY	$73.32 - $77.65 $73 - $77	1 Added 0.26%	388 $29,000
Q1 2020 Apr 08, 2020	BUY	$39.5 - $59.28 $15,286 - $22,941	387 New	387 $17,000

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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