Choate Investment Advisors Schwab Strategic Tr Us Dividen Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 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 103,014 shares of SCHD stock, worth $2.93 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

103,014

Previous 34,338 200.0%

Holding current value

$2.93 Million

Previous $2.9 Million 3.03%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $1.85 Million - $5.83 Million	68,676 Added 200.0%	103,014 $2.81 Million
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

1,936

Shares Held

822M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Choate Investment Advisors Schwab Strategic Tr Us Dividen Transaction History