A detailed history of Gm Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 179,364 shares of SCHD stock, worth $5.1 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
179,364
Previous 49,684 261.01%
Holding current value
$5.1 Million
Previous $4.2 Million 16.69%
% of portfolio
0.27%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$26.93 - $84.95 $3.49 Million - $11 Million
129,680 Added 261.01%
179,364 $4.9 Million
Q3 2024

Nov 12, 2024

BUY
$77.02 - $85.06 $1.44 Million - $1.59 Million
18,697 Added 60.34%
49,684 $4.2 Million
Q2 2024

Aug 12, 2024

SELL
$75.81 - $80.15 $424,536 - $448,840
-5,600 Reduced 15.31%
30,987 $2.41 Million
Q1 2024

May 09, 2024

BUY
$75.25 - $80.63 $1.83 Million - $1.96 Million
24,355 Added 199.11%
36,587 $2.95 Million
Q4 2023

Feb 12, 2024

BUY
$66.9 - $76.32 $599,758 - $684,208
8,965 Added 274.41%
12,232 $931,000
Q3 2023

Nov 13, 2023

BUY
$70.63 - $75.66 $230,748 - $247,181
3,267 New
3,267 $231,000
Q1 2023

May 12, 2023

BUY
$70.28 - $78.03 $450,986 - $500,718
6,417 New
6,417 $469,000
Q2 2022

Aug 15, 2022

SELL
$70.31 - $80.24 $196,164 - $223,869
-2,790 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$75.14 - $81.94 $209,640 - $228,612
2,790 New
2,790 $220,000
Q1 2021

May 13, 2021

SELL
$63.23 - $73.67 $373,436 - $435,095
-5,906 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$54.8 - $65.16 $323,648 - $384,834
5,906 New
5,906 $379,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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