A detailed history of Bridgewealth Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 127,064 shares of SCHD stock, worth $3.73 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
127,064
Previous 113,955 11.5%
Holding current value
$3.73 Million
Previous $8.86 Billion 21.21%
% of portfolio
3.9%
Previous 3.92%

Shares

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

Nov 13, 2024

BUY
$77.02 - $85.06 $1.01 Million - $1.12 Million
13,109 Added 11.5%
127,064 $10.7 Billion
Q2 2024

Aug 13, 2024

BUY
$75.81 - $80.15 $909,795 - $961,880
12,001 Added 11.77%
113,955 $8.86 Billion
Q1 2024

Apr 18, 2024

BUY
$75.25 - $80.63 $4.15 Million - $4.45 Million
55,186 Added 118.0%
101,954 $8.22 Billion
Q4 2023

Feb 05, 2024

BUY
$66.9 - $76.32 $1.9 Million - $2.17 Million
28,473 Added 155.63%
46,768 $3.56 Billion
Q3 2023

Nov 09, 2023

BUY
$70.63 - $75.66 $707,924 - $758,340
10,023 Added 121.17%
18,295 $1.29 Billion
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $129,850 - $138,785
1,877 Added 29.35%
8,272 $601 Million
Q1 2023

May 15, 2023

SELL
$70.28 - $78.03 $118,492 - $131,558
-1,686 Reduced 20.86%
6,395 $468 Million
Q4 2022

Feb 24, 2023

BUY
$67.16 - $79.06 $542,719 - $638,883
8,081 New
8,081 $610 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.