Cambridge Investment Research Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Cambridge Investment Research Advisors, Inc.

$29.9 Billion
Q4 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 7,099,962 shares of SCHD stock, worth $196 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

7,099,962

Previous 2,236,466 217.46%

Holding current value

$196 Million

Previous $189 Million 2.6%

% of portfolio

0.65%

Previous 0.64%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $131 Million - $413 Million	4,863,496 Added 217.46%	7,099,962 $194 Million
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $8.02 Million - $8.85 Million	104,086 Added 4.88%	2,236,466 $189 Million
Q2 2024 Jul 26, 2024	SELL	$75.81 - $80.15 $10.4 Million - $11 Million	-136,992 Reduced 6.04%	2,132,380 $166 Million
Q1 2024 Apr 24, 2024	BUY	$75.25 - $80.63 $7.08 Million - $7.59 Million	94,141 Added 4.33%	2,269,372 $183 Million
Q4 2023 Feb 09, 2024	BUY	$66.9 - $76.32 $6.85 Million - $7.82 Million	102,398 Added 4.94%	2,175,231 $166 Million
Q3 2023 Oct 24, 2023	SELL	$70.63 - $75.66 $3.17 Million - $3.4 Million	-44,911 Reduced 2.12%	2,072,833 $147 Million
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $6.37 Million - $6.81 Million	92,046 Added 4.54%	2,117,744 $154 Million
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $10 Million - $11.1 Million	142,487 Added 7.57%	2,025,698 $148 Million
Q4 2022 Feb 08, 2023	BUY	$67.16 - $79.06 $9.62 Million - $11.3 Million	143,288 Added 8.24%	1,883,211 $142 Million
Q3 2022 Oct 17, 2022	BUY	$66.43 - $77.87 $27.9 Million - $32.7 Million	419,886 Added 31.81%	1,739,923 $0
Q2 2022 Jul 13, 2022	BUY	$70.31 - $80.24 $22.9 Million - $26.2 Million	326,062 Added 32.8%	1,320,037 $0
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $14.4 Million - $15.7 Million	191,274 Added 23.83%	993,975 $0
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $9.37 Million - $10.1 Million	125,109 Added 18.46%	802,701 $0
Q3 2021 Nov 02, 2021	BUY	$74.23 - $78.13 $434,987 - $457,841	5,860 Added 0.87%	677,592 $0
Q2 2021 Aug 10, 2021	BUY	$73.32 - $77.65 $15.1 Million - $16 Million	206,541 Added 44.4%	671,732 $0
Q1 2021 May 07, 2021	BUY	$63.23 - $73.67 $6.87 Million - $8 Million	108,572 Added 30.44%	465,191 $0
Q4 2020 Feb 04, 2021	BUY	$54.8 - $65.16 $223,090 - $265,266	4,071 Added 1.15%	356,619 $0
Q3 2020 Oct 29, 2020	BUY	$50.37 - $58.54 $41,907 - $48,705	832 Added 0.24%	352,548 $0
Q2 2020 Jul 27, 2020	SELL	$43.56 - $56.5 $547,070 - $709,583	-12,559 Reduced 3.45%	351,716 $0
Q1 2020 May 08, 2020	SELL	$39.5 - $59.28 $9.12 Million - $13.7 Million	-230,803 Reduced 38.79%	364,275 $0
Q4 2019 Feb 04, 2020	SELL	$52.87 - $58.15 $1.96 Million - $2.15 Million	-36,987 Reduced 5.85%	595,078 $0
Q3 2019 Nov 06, 2019	BUY	$54.39 - $55.76 $4.01 Million - $4.11 Million	73,786 Added 13.22%	632,065 $0
Q2 2019 Aug 15, 2019	BUY	N/A	5,943 Added 1.08%	558,279 $0
Q1 2019 May 08, 2019	SELL	N/A	-22,488 Reduced 3.91%	552,336 $0
Q4 2018 Feb 05, 2019	BUY	N/A	6,056 Added 1.06%	574,824 $0
Q3 2018 Nov 02, 2018	SELL	N/A	-26,202 Reduced 4.4%	568,768 $0
Q2 2018 Aug 10, 2018	BUY	N/A	148,125 Added 33.15%	594,970 $0
Q1 2018 May 09, 2018	BUY	N/A	89,067 Added 24.89%	446,845 $0
Q4 2017 Feb 22, 2018	BUY	N/A	64,672 Added 22.06%	357,778 $0
Q3 2017 Nov 07, 2017	BUY	N/A	64,524 Added 28.23%	293,106 $13.7 Million
Q2 2017 Aug 08, 2017	BUY	N/A	228,582	228,582 $10.3 Million

Others Institutions Holding SCHD

# of Institutions

1,952

Shares Held

848M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Cambridge Investment Research Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History