Eagle Ridge Investment Management Schwab Strategic Tr Us Dividen Transaction History

Eagle Ridge Investment Management

  • $1.08 Billion
  • Q2 2024

A detailed history of Eagle Ridge Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Eagle Ridge Investment Management holds 37,658 shares of SCHD stock, worth $3.18 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
37,658
Previous 38,560 2.34%
Holding current value
$3.18 Million
Previous $3.11 Million 5.82%
% of portfolio
0.27%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$75.81 - $80.15 $68,380 - $72,295
-902 Reduced 2.34%
37,658 $2.93 Million
Q1 2024

Apr 18, 2024
SELL
$75.25 - $80.63 $3,837 - $4,112
-51 Reduced 0.13%
38,560 $3.11 Million
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $125,504 - $143,176
1,876 Added 5.11%
38,611 $2.94 Million
Q3 2023

Oct 24, 2023
SELL
$70.63 - $75.66 $214,220 - $229,476
-3,033 Reduced 7.63%
36,735 $2.6 Million
Q2 2023

Jul 18, 2023
BUY
$69.18 - $73.94 $532,686 - $569,338
7,700 Added 24.01%
39,768 $2.89 Million
Q1 2023

Apr 18, 2023
SELL
$70.28 - $78.03 $34,858 - $38,702
-496 Reduced 1.52%
32,068 $2.35 Million
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $3,895 - $4,585
58 Added 0.18%
32,564 $0
Q4 2021

Jan 19, 2022
BUY
$74.93 - $80.86 $91,039 - $98,244
1,215 Added 3.88%
32,506 $2.63 Million
Q3 2021

Nov 02, 2021
BUY
$74.23 - $78.13 $56,192 - $59,144
757 Added 2.48%
31,291 $2.32 Million
Q4 2020

Jan 29, 2021
BUY
$54.8 - $65.16 $1.1 Million - $1.31 Million
20,117 Added 193.12%
30,534 $1.96 Million
Q3 2020

Oct 28, 2020
BUY
$50.37 - $58.54 $524,704 - $609,811
10,417 New
10,417 $576,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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More about SCHD
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