Hbw Advisory Services LLC Schwab Strategic Tr Us Dividen Transaction History

Hbw Advisory Services LLC

  • $550 Million
  • Q2 2024

A detailed history of Hbw Advisory Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hbw Advisory Services LLC holds 106,796 shares of SCHD stock, worth $9.03 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
106,796
Previous 101,052 5.68%
Holding current value
$9.03 Million
Previous $8.15 Million 1.93%
% of portfolio
1.51%
Previous 1.45%

Shares

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

Jul 05, 2024
BUY
$75.81 - $80.15 $435,452 - $460,381
5,744 Added 5.68%
106,796 $8.3 Million
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $20,939 - $23,888
-313 Reduced 0.31%
101,052 $7.69 Million
Q3 2023

Oct 11, 2023
BUY
$70.63 - $75.66 $1.03 Million - $1.11 Million
14,624 Added 16.86%
101,365 $7.17 Million
Q2 2023

Jul 05, 2023
BUY
$69.18 - $73.94 $752,609 - $804,393
10,879 Added 14.34%
86,741 $6.3 Million
Q1 2023

Apr 07, 2023
BUY
$70.28 - $78.03 $1.15 Million - $1.28 Million
16,401 Added 27.58%
75,862 $5.55 Million
Q3 2022

Oct 05, 2022
BUY
$66.43 - $77.87 $92,869 - $108,862
1,398 Added 2.41%
59,461 $3.95 Million
Q2 2022

Jul 13, 2022
BUY
$70.31 - $80.24 $2.86 Million - $3.26 Million
40,654 Added 233.52%
58,063 $4.16 Million
Q1 2022

Apr 18, 2022
BUY
$75.14 - $81.94 $162,903 - $177,645
2,168 Added 14.22%
17,409 $1.37 Million
Q4 2021

Jan 11, 2022
BUY
$74.93 - $80.86 $826,477 - $891,885
11,030 Added 261.93%
15,241 $1.23 Million
Q3 2021

Oct 08, 2021
SELL
$74.23 - $78.13 $23,902 - $25,157
-322 Reduced 7.1%
4,211 $313,000
Q2 2021

Jul 15, 2021
BUY
$73.32 - $77.65 $332,359 - $351,987
4,533 New
4,533 $343,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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