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 $453,151. This represents 0.69% of its overall portfolio holdings.

Number of Shares

17,055

Previous 17,833 4.36%

Holding current value

$453,151

Previous $1.39 Million 3.68%

% of portfolio

0.69%

Previous 0.69%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Bridge Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History