Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Bruce G. Allen Investments, LLC

  • $122 Billion
  • Q1 2024

A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 89,953 shares of SCHD stock, worth $6.97 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
89,953
Previous 86,446 4.06%
Holding current value
$6.97 Million
Previous $6.58 Billion 10.21%
% of portfolio
5.96%
Previous 5.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $263,901 - $282,769
3,507 Added 4.06%
89,953 $7.25 Billion
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $5.78 Million - $6.6 Million
86,446 New
86,446 $6.58 Billion

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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