Choate Investment Advisors Schwab Strategic Tr Us Dividen Transaction History

Choate Investment Advisors

  • $3.79 Billion
  • Q2 2024

A detailed history of Choate Investment Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Choate Investment Advisors holds 40,733 shares of SCHD stock, worth $3.44 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
40,733
Previous 48,580 16.15%
Holding current value
$3.44 Million
Previous $3.92 Million 19.15%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Aug 08, 2024
SELL
$75.81 - $80.15 $594,881 - $628,937
-7,847 Reduced 16.15%
40,733 $3.17 Million
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $658,211 - $705,270
8,747 Added 21.96%
48,580 $3.92 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $27,763 - $31,672
415 Added 1.05%
39,833 $3.03 Million
Q3 2023

Oct 30, 2023
BUY
$70.63 - $75.66 $805,182 - $862,524
11,400 Added 40.69%
39,418 $2.79 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $472,000 - $555,633
7,028 Added 33.48%
28,018 $2.12 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $1.39 Million - $1.63 Million
20,990 New
20,990 $1.39 Million

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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