Choate Investment Advisors Schwab Strategic Tr Us Dividen Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 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 34,338 shares of SCHD stock, worth $983,096. This represents 0.07% of its overall portfolio holdings.

Number of Shares

34,338

Previous 40,733 15.7%

Holding current value

$983,096

Previous $3.17 Million 8.37%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.02 - $85.06 $492,542 - $543,958	-6,395 Reduced 15.7%	34,338 $2.9 Million
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

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Account

Choate Investment Advisors Schwab Strategic Tr Us Dividen Transaction History