Fiduciary Alliance LLC Schwab Strategic Tr Us Dividen Transaction History

Fiduciary Alliance LLC

  • $567 Billion
  • Q1 2024

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Alliance LLC holds 61,356 shares of SCHD stock, worth $4.74 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
61,356
Previous 42,634 43.91%
Holding current value
$4.74 Million
Previous $3.25 Billion 51.49%
% of portfolio
0.87%
Previous 0.64%

Shares

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

Apr 17, 2024
BUY
$75.25 - $80.63 $1.41 Million - $1.51 Million
18,722 Added 43.91%
61,356 $4.92 Billion
Q4 2023

Jan 17, 2024
BUY
$66.9 - $76.32 $2.07 Million - $2.36 Million
30,911 Added 263.68%
42,634 $3.25 Billion
Q3 2023

Oct 18, 2023
BUY
$70.63 - $75.66 $726,641 - $778,390
10,288 Added 716.93%
11,723 $830 Million
Q2 2023

Jul 18, 2023
BUY
$69.18 - $73.94 $99,273 - $106,103
1,435 New
1,435 $104 Million
Q4 2022

Jan 19, 2023
BUY
$73.08 - $79.06 $56,125 - $60,718
768 New
768 $58 Million

Others Institutions Holding SCHD

# of Institutions
1,642
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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