Blue Chip Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 379,264 shares of SCHD stock, worth $10.7 Million. This represents 5.75% of its overall portfolio holdings.

Number of Shares
379,264
Previous 119,948 216.19%
Holding current value
$10.7 Million
Previous $10.1 Billion 2.19%
% of portfolio
5.75%
Previous 5.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $6.98 Million - $22 Million
259,316 Added 216.19%
379,264 $10.4 Billion
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $504,481 - $557,143
6,550 Added 5.78%
119,948 $10.1 Billion
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $137,822 - $145,712
1,818 Added 1.63%
113,398 $8.82 Billion
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $101,662 - $108,931
1,351 Added 1.23%
111,580 $9 Billion
Q4 2023

Mar 15, 2024
BUY
$66.9 - $76.32 $7.37 Million - $8.41 Million
110,229 New
110,229 $8.39 Billion

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
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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