A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 108,866 shares of SCHD stock, worth $2.95 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
108,866
Previous 105,645 3.05%
Holding current value
$2.95 Million
Previous $8.22 Million 12.01%
% of portfolio
2.68%
Previous 2.31%

Shares

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

Oct 18, 2024

BUY
$77.02 - $85.06 $248,081 - $273,978
3,221 Added 3.05%
108,866 $9.2 Million
Q2 2024

Jul 17, 2024

BUY
$75.81 - $80.15 $515,280 - $544,779
6,797 Added 6.88%
105,645 $8.22 Million
Q1 2024

May 03, 2024

BUY
$75.25 - $80.63 $188,952 - $202,461
2,511 Added 2.61%
98,848 $7.97 Million
Q4 2023

Jan 23, 2024

BUY
$66.9 - $76.32 $198,425 - $226,365
2,966 Added 3.18%
96,337 $7.33 Million
Q3 2023

Oct 10, 2023

BUY
$70.63 - $75.66 $1.79 Million - $1.92 Million
25,343 Added 37.25%
93,371 $6.61 Million
Q1 2023

Apr 13, 2023

BUY
$70.28 - $78.03 $4.78 Million - $5.31 Million
68,028 New
68,028 $4.98 Million
Q3 2022

Oct 11, 2022

BUY
$66.43 - $77.87 $318,133 - $372,919
4,789 Added 8.78%
59,337 $3.94 Million
Q2 2022

Jul 18, 2022

BUY
$70.31 - $80.24 $339,456 - $387,398
4,828 Added 9.71%
54,548 $3.91 Million
Q1 2022

Apr 18, 2022

BUY
$75.14 - $81.94 $799,264 - $871,595
10,637 Added 27.22%
49,720 $3.92 Million
Q4 2021

Apr 12, 2022

BUY
$74.93 - $80.86 $2.93 Million - $3.16 Million
39,083 New
39,083 $3.16 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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