Enclave Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Enclave Advisors LLC

  • $586 Billion
  • Q1 2025

A detailed history of Enclave Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Enclave Advisors LLC holds 94,004 shares of SCHD stock, worth $2.46 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
94,004
Previous 94,769 0.81%
Holding current value
$2.46 Million
Previous $2.59 Billion 1.52%
% of portfolio
0.45%
Previous 0.43%

Shares

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

Apr 10, 2025
SELL
$27.01 - $28.54 $20,662 - $21,833
-765 Reduced 0.81%
94,004 $2.63 Billion
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $1.67 Million - $5.28 Million
62,168 Added 190.69%
94,769 $2.59 Billion
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $2.51 Million - $2.77 Million
32,601 New
32,601 $2.76 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
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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