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

Dana Investment Advisors, Inc.

  • $2.74 Billion
  • Q1 2025

A detailed history of Dana Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 16,779 shares of SCHD stock, worth $450,348. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,779
Previous 9,533 76.01%
Holding current value
$450,348
Previous $260,000 80.38%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $195,714 - $206,800
7,246 Added 76.01%
16,779 $469,000
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $189,694 - $598,387
7,044 Added 283.01%
9,533 $260,000
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $191,702 - $211,714
2,489 New
2,489 $210,000
Q4 2023

Feb 07, 2024
SELL
$66.9 - $76.32 $66,900 - $76,320
-1,000 Reduced 22.13%
3,518 $267,000
Q3 2023

Nov 15, 2023
SELL
$70.63 - $75.66 $20,906 - $22,395
-296 Reduced 6.15%
4,518 $319,000
Q2 2023

Aug 15, 2023
SELL
$69.18 - $73.94 $737,873 - $788,644
-10,666 Reduced 68.9%
4,814 $349,000
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $1.93 Million - $2.15 Million
-27,495 Reduced 63.98%
15,480 $1.13 Million
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $630,162 - $741,819
9,383 Added 27.93%
42,975 $3.25 Million
Q3 2022

Nov 15, 2022
BUY
$66.43 - $77.87 $11,425 - $13,393
172 Added 0.51%
33,592 $2.23 Million
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $538,433 - $614,477
7,658 Added 29.73%
33,420 $2.39 Million
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $1.94 Million - $2.11 Million
25,762 New
25,762 $2.03 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
917M
Call Options Held
4.42M
Put Options Held
2.23M
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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