Clearstead Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clearstead Advisors, LLC holds 84,285 shares of SCHD stock, worth $2.28 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
84,285
Previous 71,472 17.93%
Holding current value
$2.28 Million
Previous $5.56 Million 28.2%
% of portfolio
0.11%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $986,857 - $1.09 Million
12,813 Added 17.93%
84,285 $7.12 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $648,251 - $685,362
8,551 Added 13.59%
71,472 $5.56 Million
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $687,107 - $736,232
-9,131 Reduced 12.67%
62,921 $5.07 Million
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $4.07 Million - $4.64 Million
60,797 Added 540.18%
72,052 $5.49 Million
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $749,101 - $802,449
-10,606 Reduced 48.52%
11,255 $796,000
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $852,998 - $913,745
12,077 Added 123.44%
21,861 $1.55 Million
Q2 2023

Aug 07, 2023
BUY
$69.18 - $73.94 $10,515 - $11,238
152 Added 1.58%
9,784 $710,000
Q1 2023

May 09, 2023
SELL
$70.28 - $78.03 $171,904 - $190,861
-2,446 Reduced 20.25%
9,632 $704,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $164,340 - $193,459
2,447 Added 25.41%
12,078 $912,000
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $361,312 - $423,534
5,439 Added 129.75%
9,631 $640,000
Q2 2022

Aug 12, 2022
SELL
$70.31 - $80.24 $124,308 - $141,864
-1,768 Reduced 29.66%
4,192 $300,000
Q1 2022

May 04, 2022
BUY
$75.14 - $81.94 $66,724 - $72,762
888 Added 17.51%
5,960 $470,000
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $185,376 - $200,047
2,474 Added 95.23%
5,072 $410,000
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $1,187 - $1,250
16 Added 0.62%
2,598 $193,000
Q2 2021

Aug 12, 2021
BUY
$73.32 - $77.65 $189,312 - $200,492
2,582 New
2,582 $195,000
Q1 2021

May 14, 2021
SELL
$63.23 - $73.67 $6,323 - $7,367
-100 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$54.8 - $65.16 $5,480 - $6,516
100 New
100 $6,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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