Avion Wealth Schwab Strategic Tr Us Dividen Transaction History

Avion Wealth

  • $382 Million
  • Q3 2024

A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avion Wealth holds 496 shares of SCHD stock, worth $13,431. This represents 0.01% of its overall portfolio holdings.

Number of Shares
496
Previous 490 1.22%
Holding current value
$13,431
Previous $38,000 7.89%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
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
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