Emerald Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Emerald Advisors, LLC

  • $561 Million
  • Q1 2024

A detailed history of Emerald Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Emerald Advisors, LLC holds 32,438 shares of SCHD stock, worth $2.5 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
32,438
Previous 27,752 16.89%
Holding current value
$2.5 Million
Previous $2.11 Million 23.82%
% of portfolio
0.47%
Previous 0.4%

Shares

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

Apr 25, 2024
BUY
$75.25 - $80.63 $352,621 - $377,832
4,686 Added 16.89%
32,438 $2.62 Million
Q4 2023

Jan 23, 2024
SELL
$66.9 - $76.32 $154,472 - $176,222
-2,309 Reduced 7.68%
27,752 $2.11 Million
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $109,476 - $117,273
1,550 Added 5.44%
30,061 $2.13 Million
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $222,344 - $237,643
3,214 Added 12.71%
28,511 $2.07 Million
Q1 2023

Apr 07, 2023
BUY
$70.28 - $78.03 $202,336 - $224,648
2,879 Added 12.84%
25,297 $1.85 Million
Q4 2022

Jan 20, 2023
BUY
$73.08 - $79.06 $6,650 - $7,194
91 Added 0.41%
22,418 $0
Q3 2022

Oct 12, 2022
BUY
N/A
171 Added 0.77%
22,327 $1.48 Million
Q2 2022

Aug 01, 2022
BUY
N/A
426 Added 1.96%
22,156 $1.59 Million
Q1 2022

Apr 26, 2022
BUY
N/A
1,802 Added 9.04%
21,730 $1.71 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-13,330 Reduced 40.08%
19,928 $1.61 Million
Q3 2021

Nov 02, 2021
BUY
N/A
2,567 Added 8.36%
33,258 $2.47 Million
Q2 2021

Aug 02, 2021
BUY
N/A
4,324 Added 16.4%
30,691 $2.32 Million
Q1 2021

Apr 20, 2021
BUY
N/A
1,352 Added 5.4%
26,367 $1.92 Million
Q4 2020

Feb 05, 2021
BUY
N/A
1,290 Added 5.44%
25,015 $1.6 Million
Q3 2020

Nov 10, 2020
BUY
N/A
225 Added 0.96%
23,725 $1.31 Million
Q2 2020

Aug 10, 2020
BUY
N/A
1,187 Added 5.32%
23,500 $1.22 Million
Q1 2020

May 14, 2020
BUY
N/A
22,313 New
22,313 $1.13 Million

Others Institutions Holding SCHD

# of Institutions
1,644
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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