Elevate Wealth Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 13,069 shares of SCHD stock, worth $1.01 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
13,069
Previous 12,871 1.54%
Holding current value
$1.01 Million
Previous $980 Million 7.54%
% of portfolio
0.92%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $14,899 - $15,964
198 Added 1.54%
13,069 $1.05 Billion
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $861,069 - $982,314
12,871 New
12,871 $980 Million

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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