A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 8,644 shares of SCHD stock, worth $720,477. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,644
Previous 8,550 1.1%
Holding current value
$720,477
Previous $689 Million 2.5%
% of portfolio
0.18%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$75.81 - $80.15 $7,126 - $7,534
94 Added 1.1%
8,644 $672 Million
Q1 2024

May 13, 2024

BUY
$75.25 - $80.63 $40,033 - $42,895
532 Added 6.64%
8,550 $689 Million
Q4 2023

Jan 22, 2024

BUY
$66.9 - $76.32 $535 - $610
8 Added 0.1%
8,018 $610 Million
Q3 2023

Oct 18, 2023

BUY
$70.63 - $75.66 $141 - $151
2 Added 0.02%
8,010 $567 Million
Q2 2023

Jul 25, 2023

BUY
$69.18 - $73.94 $2,006 - $2,144
29 Added 0.36%
8,008 $582 Million
Q1 2023

May 10, 2023

BUY
$70.28 - $78.03 $70 - $78
1 Added 0.01%
7,979 $584 Million
Q4 2022

Feb 24, 2023

BUY
$67.16 - $79.06 $535,802 - $630,740
7,978 New
7,978 $603 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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