Bridge Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Bridge Advisory, LLC

$201 Million
Q2 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 17,833 shares of SCHD stock, worth $1.47 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

17,833

Previous 17,877 0.25%

Holding current value

$1.47 Million

Previous $1.44 Million 3.82%

% of portfolio

0.69%

Previous 0.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$73.08 - $79.06 $384,400 - $415,855	5,260 New	5,260 $0
Q2 2022 Jul 13, 2022	BUY	N/A	58 Added 1.62%	3,645 $262,000
Q1 2021 May 06, 2021	BUY	N/A	3 Added 0.08%	3,587 $262,000
Q4 2020 Feb 26, 2021	BUY	N/A	3,584 New	3,584 $230,000

Others Institutions Holding SCHD

# of Institutions

1,658

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Bridge Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History