A detailed history of Garden State Investment Advisory Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Garden State Investment Advisory Services LLC holds 115,959 shares of SCHD stock, worth $9.8 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
115,959
Previous 115,347 0.53%
Holding current value
$9.8 Million
Previous $9.31 Billion 2.04%
% of portfolio
3.15%
Previous 3.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$75.81 - $80.15 $46,395 - $49,051
612 Added 0.53%
115,959 $9.12 Billion
Q1 2024

May 14, 2024

BUY
$75.25 - $80.63 $388,440 - $416,212
5,162 Added 4.68%
115,347 $9.31 Billion
Q3 2023

Nov 13, 2023

SELL
$70.63 - $75.66 $157,081 - $168,267
-2,224 Reduced 1.98%
110,185 $7.8 Billion
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $183,396 - $196,014
2,651 Added 2.42%
112,409 $8.16 Billion
Q1 2023

May 11, 2023

SELL
$70.28 - $78.03 $739,415 - $820,953
-10,521 Reduced 8.75%
109,758 $8.03 Billion
Q4 2022

Feb 13, 2023

BUY
$67.16 - $79.06 $8.08 Million - $9.51 Million
120,279 New
120,279 $9.09 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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