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

Herold Advisors, Inc.

$443 Million
Q4 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 19,822 shares of SCHD stock, worth $550,853. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,822

Previous 6,541 203.04%

Holding current value

$550,853

Previous $552,000 1.99%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $357,657 - $1.13 Million	13,281 Added 203.04%	19,822 $541,000
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

1,928

Shares Held

818M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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