Bridge Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Bridge Advisory, LLC

  • $209 Million
  • Q3 2024

A detailed history of Bridge Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bridge Advisory, LLC holds 17,055 shares of SCHD stock, worth $474,640. This represents 0.69% of its overall portfolio holdings.

Number of Shares
17,055
Previous 17,833 4.36%
Holding current value
$474,640
Previous $1.39 Million 3.68%
% of portfolio
0.69%
Previous 0.69%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
SELL
$77.02 - $85.06 $59,921 - $66,176
-778 Reduced 4.36%
17,055 $1.44 Million
Q2 2024

Jul 23, 2024
SELL
$75.81 - $80.15 $3,335 - $3,526
-44 Reduced 0.25%
17,833 $1.39 Million
Q1 2024

Apr 16, 2024
BUY
$75.25 - $80.63 $474,752 - $508,694
6,309 Added 54.54%
17,877 $1.44 Million
Q4 2023

Jan 17, 2024
BUY
$66.9 - $76.32 $773,899 - $882,869
11,568 New
11,568 $880,000
Q2 2023

Jul 17, 2023
BUY
$69.18 - $73.94 $899 - $961
13 Added 0.4%
3,246 $235,000
Q1 2023

Apr 14, 2023
SELL
$70.28 - $78.03 $142,457 - $158,166
-2,027 Reduced 38.54%
3,233 $236,000
Q4 2022

Jan 17, 2023
BUY
$67.16 - $79.06 $353,261 - $415,855
5,260 New
5,260 $0
Q2 2022

Jul 13, 2022
BUY
$70.31 - $80.24 $4,077 - $4,653
58 Added 1.62%
3,645 $262,000
Q1 2021

May 06, 2021
BUY
$63.23 - $73.67 $189 - $221
3 Added 0.08%
3,587 $262,000
Q4 2020

Feb 26, 2021
BUY
$54.8 - $65.16 $196,403 - $233,533
3,584 New
3,584 $230,000

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
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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