A detailed history of Balentine LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Balentine LLC holds 1,148 shares of SCHD stock, worth $31,087. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,148
Previous 1,148 -0.0%
Holding current value
$31,087
Previous $89,000 8.99%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$75.25 - $80.63 $281,961 - $302,120
-3,747 Reduced 76.55%
1,148 $92,000
Q4 2023

Feb 09, 2024

BUY
$66.9 - $76.32 $250,674 - $285,971
3,747 Added 326.39%
4,895 $372,000
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $79,418 - $84,883
1,148 New
1,148 $83,000
Q4 2022

Jan 31, 2023

BUY
$67.16 - $79.06 $43,788 - $51,547
652 New
652 $49,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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