Barry Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Barry Investment Advisors, LLC

  • $293 Million
  • Q2 2024

A detailed history of Barry Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 35,365 shares of SCHD stock, worth $2.99 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
35,365
Previous 27,049 30.74%
Holding current value
$2.99 Million
Previous $2.18 Million 26.1%
% of portfolio
0.94%
Previous 0.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $630,435 - $666,527
8,316 Added 30.74%
35,365 $2.75 Million
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $1.11 Million - $1.19 Million
14,732 Added 119.61%
27,049 $2.18 Million
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $824,007 - $940,033
12,317 New
12,317 $937,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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