Herold Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Herold Advisors, Inc. holds 6,541 shares of SCHD stock, worth $192,632. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,541
Previous 5,738 13.99%
Holding current value
$192,632
Previous $446,000 23.77%
% of portfolio
0.12%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $61,847 - $68,303
803 Added 13.99%
6,541 $552,000
Q2 2024

Jul 24, 2024
BUY
$75.81 - $80.15 $100,145 - $105,878
1,321 Added 29.91%
5,738 $446,000
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $81,420 - $87,241
1,082 Added 32.44%
4,417 $356,000
Q4 2023

Feb 02, 2024
BUY
$66.9 - $76.32 $223,111 - $254,527
3,335 New
3,335 $253,000
Q2 2022

Jul 15, 2022
SELL
$70.31 - $80.24 $80,856 - $92,276
-1,150 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$75.14 - $81.94 $86,411 - $94,231
1,150 New
1,150 $0
Q4 2021

Jan 20, 2022
SELL
$74.93 - $80.86 $67,437 - $72,774
-900 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
$74.23 - $78.13 $66,807 - $70,317
900 New
900 $66,000

Others Institutions Holding SCHD

# of Institutions
1,757
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email