Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Dhjj Financial Advisors, Ltd.

$229 Million
Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 376,714 shares of SCHD stock, worth $10.4 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares

376,714

Previous 125,476 200.23%

Holding current value

$10.4 Million

Previous $10.6 Million 2.97%

% of portfolio

4.49%

Previous 4.7%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $6.77 Million - $21.3 Million	251,238 Added 200.23%	376,714 $10.3 Million
Q3 2024 Oct 22, 2024	BUY	$77.02 - $85.06 $201,407 - $222,431	2,615 Added 2.13%	125,476 $10.6 Million
Q2 2024 Jul 11, 2024	BUY	$75.81 - $80.15 $250,173 - $264,495	3,300 Added 2.76%	122,861 $9.55 Million
Q1 2024 Apr 11, 2024	BUY	$75.25 - $80.63 $320,339 - $343,241	4,257 Added 3.69%	119,561 $9.64 Million
Q4 2023 Jan 29, 2024	BUY	$66.9 - $76.32 $70,178 - $80,059	1,049 Added 0.92%	115,304 $8.78 Million
Q3 2023 Oct 10, 2023	SELL	$70.63 - $75.66 $161,672 - $173,185	-2,289 Reduced 1.96%	114,255 $8.08 Million
Q2 2023 Jul 28, 2023	BUY	$69.18 - $73.94 $143,617 - $153,499	2,076 Added 1.81%	116,544 $8.46 Million
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $57,770 - $64,140	822 Added 0.72%	114,468 $8.37 Million
Q4 2022 Feb 03, 2023	SELL	$67.16 - $79.06 $420,824 - $495,389	-6,266 Reduced 5.23%	113,646 $8.58 Million
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $24,512 - $28,734	-369 Reduced 0.31%	119,912 $7.97 Million
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $60,185 - $68,685	856 Added 0.72%	120,281 $8.62 Million
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $48,841 - $53,261	650 Added 0.55%	119,425 $9.47 Million
Q4 2021 Jan 21, 2022	BUY	$74.93 - $80.86 $162,897 - $175,789	2,174 Added 1.86%	118,775 $9.6 Million
Q3 2021 Nov 01, 2021	BUY	$74.23 - $78.13 $220,314 - $231,889	2,968 Added 2.61%	116,601 $8.66 Million
Q2 2021 Aug 05, 2021	BUY	$73.32 - $77.65 $128,896 - $136,508	1,758 Added 1.57%	113,633 $8.62 Million
Q1 2021 May 05, 2021	BUY	$63.23 - $73.67 $223,265 - $260,128	3,531 Added 3.26%	111,875 $8.16 Million
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $5.94 Million - $7.06 Million	108,344 New	108,344 $6.95 Million

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

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 Dhjj Financial Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Dhjj Financial Advisors, Ltd. with notifications on news.

Account

Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Dividen Transaction History