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

Barry Investment Advisors, LLC

$304 Million
Q4 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 164,797 shares of SCHD stock, worth $4.5 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

164,797

Previous 47,624 246.04%

Holding current value

$4.5 Million

Previous $4.03 Million 11.85%

% of portfolio

1.48%

Previous 1.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $3.16 Million - $9.95 Million	117,173 Added 246.04%	164,797 $4.5 Million
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $944,188 - $1.04 Million	12,259 Added 34.66%	47,624 $4.03 Million
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

1,948

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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