Financial Advocates Investment Management Schwab Strategic Tr Us Dividen Transaction History

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025

Shares

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

Apr 28, 2025
SELL
$27.01 - $28.54 $104,879 - $110,820
-3,883 Reduced 26.0%
11,054 $309,000
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $305,574 - $963,927
11,347 Added 316.07%
14,937 $408,000
Q3 2024

Oct 25, 2024
BUY
$77.02 - $85.06 $25,724 - $28,410
334 Added 10.26%
3,590 $303,000
Q2 2024

Jul 26, 2024
SELL
$75.81 - $80.15 $117,581 - $124,312
-1,551 Reduced 32.27%
3,256 $253,000
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $46,655 - $49,990
620 Added 14.81%
4,807 $387,000
Q4 2023

Feb 08, 2024
SELL
$66.9 - $76.32 $665,320 - $759,002
-9,945 Reduced 70.37%
4,187 $318,000
Q3 2023

Oct 27, 2023
SELL
$70.63 - $75.66 $1,059 - $1,134
-15 Reduced 0.11%
14,132 $999,000
Q2 2023

Aug 07, 2023
SELL
$69.18 - $73.94 $53,130 - $56,785
-768 Reduced 5.15%
14,147 $1.03 Million
Q1 2023

May 11, 2023
SELL
$70.28 - $78.03 $2.72 Million - $3.02 Million
-38,723 Reduced 72.19%
14,915 $1.09 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $2.7 Million - $3.18 Million
40,248 Added 300.58%
53,638 $4.05 Million
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $142,492 - $167,031
-2,145 Reduced 13.81%
13,390 $889,000
Q2 2022

Aug 12, 2022
SELL
$70.31 - $80.24 $5.52 Million - $6.3 Million
-78,543 Reduced 83.49%
15,535 $1.11 Million
Q1 2022

May 11, 2022
BUY
$75.14 - $81.94 $98,809 - $107,751
1,315 Added 1.42%
94,078 $7.42 Million
Q4 2021

Feb 14, 2022
SELL
$74.93 - $80.86 $31,320 - $33,799
-418 Reduced 0.45%
92,763 $7.5 Million
Q3 2021

Nov 04, 2021
SELL
$74.23 - $78.13 $79,129 - $83,286
-1,066 Reduced 1.13%
93,181 $6.92 Million
Q2 2021

Aug 03, 2021
BUY
$73.32 - $77.65 $421,003 - $445,866
5,742 Added 6.49%
94,247 $7.13 Million
Q1 2021

May 10, 2021
BUY
$63.23 - $73.67 $817,247 - $952,184
12,925 Added 17.1%
88,505 $6.45 Million
Q4 2020

Feb 12, 2021
BUY
$54.8 - $65.16 $433,577 - $515,545
7,912 Added 11.69%
75,580 $4.85 Million
Q3 2020

Nov 04, 2020
BUY
$50.37 - $58.54 $114,491 - $133,061
2,273 Added 3.48%
67,668 $3.74 Million
Q2 2020

Aug 14, 2020
BUY
$43.56 - $56.5 $312,804 - $405,726
7,181 Added 12.34%
65,395 $3.38 Million
Q1 2020

Apr 29, 2020
SELL
$39.5 - $59.28 $15,326 - $23,000
-388 Reduced 0.66%
58,214 $2.62 Million
Q4 2019

Feb 13, 2020
BUY
$52.87 - $58.15 $180,128 - $198,117
3,407 Added 6.17%
58,602 $3.39 Million
Q3 2019

Nov 13, 2019
SELL
$54.39 - $55.76 $45,578 - $46,726
-838 Reduced 1.5%
55,195 $3.02 Million
Q2 2019

Aug 08, 2019
BUY
N/A
7,907 Added 16.43%
56,033 $2.97 Million
Q1 2019

May 16, 2019
BUY
N/A
6,946 Added 16.87%
48,126 $2.52 Million
Q4 2018

Feb 14, 2019
BUY
N/A
3,913 Added 10.5%
41,180 $0
Q3 2018

Nov 14, 2018
BUY
N/A
51 Added 0.14%
37,267 $0
Q2 2018

Aug 09, 2018
BUY
N/A
4,209 Added 12.75%
37,216 $1.83 Million
Q1 2018

May 11, 2018
BUY
N/A
4,607 Added 16.22%
33,007 $1.62 Million
Q4 2017

Feb 15, 2018
BUY
N/A
28,400
28,400 $1.45 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
895M
Call Options Held
4.52M
Put Options Held
2.31M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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