Householder Group Estate & Retirement Specialist, LLC Schwab Strategic Tr Us Dividen Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

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 1,235 shares of SCHD stock, worth $34,839. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,235

Previous 108,866 98.87%

Holding current value

$34,839

Previous $9.2 Million 99.64%

% of portfolio

0.02%

Previous 2.68%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$26.93 - $84.95 $2.9 Million - $9.14 Million	-107,631 Reduced 98.87%	1,235 $33,000
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

# of Institutions

1,931

Shares Held

820M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Householder Group Estate & Retirement Specialist, LLC Schwab Strategic Tr Us Dividen Transaction History