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

Blue Chip Wealth Advisors LLC

$204 Billion
Q1 2025

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 377,387 shares of SCHD stock, worth $10.1 Million. This represents 5.18% of its overall portfolio holdings.

Number of Shares

377,387

Previous 379,264 0.49%

Holding current value

$10.1 Million

Previous $10.4 Billion 1.84%

% of portfolio

5.18%

Previous 5.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$27.01 - $28.54 $50,697 - $53,569	-1,877 Reduced 0.49%	377,387 $10.6 Billion
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

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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