Grandview Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Grandview Asset Management LLC

  • $263 Million
  • Q1 2025

A detailed history of Grandview Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grandview Asset Management LLC holds 12,148 shares of SCHD stock, worth $317,913. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,148
Previous 12,617 3.72%
Holding current value
$317,913
Previous $345,000 1.45%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Apr 21, 2025
SELL
$27.01 - $28.54 $12,667 - $13,385
-469 Reduced 3.72%
12,148 $340,000
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $339,775 - $1.07 Million
12,617 New
12,617 $345,000
Q1 2024

Apr 10, 2024
SELL
$75.25 - $80.63 $10,535 - $11,288
-140 Reduced 2.93%
4,642 $374,000
Q4 2023

Jan 11, 2024
BUY
$66.9 - $76.32 $3,478 - $3,968
52 Added 1.1%
4,782 $364,000
Q3 2023

Oct 27, 2023
BUY
$70.63 - $75.66 $334,079 - $357,871
4,730 New
4,730 $335,000
Q1 2023

Apr 13, 2023
SELL
$70.28 - $78.03 $27,760 - $30,821
-395 Reduced 7.58%
4,816 $352,000
Q4 2022

Jan 09, 2023
SELL
$67.16 - $79.06 $23,304 - $27,433
-347 Reduced 6.24%
5,211 $394,000
Q3 2022

Oct 11, 2022
BUY
$66.43 - $77.87 $2,723 - $3,192
41 Added 0.74%
5,558 $369,000
Q2 2022

Jul 11, 2022
SELL
$70.31 - $80.24 $39,162 - $44,693
-557 Reduced 9.17%
5,517 $395,000
Q1 2022

Apr 26, 2022
SELL
$75.14 - $81.94 $57,932 - $63,175
-771 Reduced 11.26%
6,074 $479,000
Q4 2021

Jan 21, 2022
BUY
$74.93 - $80.86 $512,895 - $553,486
6,845 New
6,845 $553,000
Q3 2021

Nov 10, 2021
SELL
$74.23 - $78.13 $475,294 - $500,266
-6,403 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
$73.32 - $77.65 $15,470 - $16,384
-211 Reduced 3.19%
6,403 $484,000
Q1 2021

May 06, 2021
BUY
$63.23 - $73.67 $386,588 - $450,418
6,114 Added 1222.8%
6,614 $482,000
Q1 2021

May 06, 2021
SELL
$63.23 - $73.67 $329,491 - $383,894
-5,211 Reduced 91.24%
500 $24,000
Q4 2020

Jan 21, 2021
BUY
$54.8 - $65.16 $4,000 - $4,756
73 Added 1.29%
5,711 $366,000
Q3 2020

Oct 30, 2020
BUY
$50.37 - $58.54 $283,986 - $330,048
5,638 New
5,638 $312,000

Others Institutions Holding SCHD

# of Institutions
1,996
Shares Held
887M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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