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

Barry Investment Advisors, LLC

  • $322 Million
  • Q3 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 47,624 shares of SCHD stock, worth $1.29 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
47,624
Previous 35,365 34.66%
Holding current value
$1.29 Million
Previous $2.75 Million 46.42%
% of portfolio
1.25%
Previous 0.94%

Shares

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