Independent Advisor Alliance Schwab Strategic Tr Us Dividen Transaction History

Independent Advisor Alliance

  • $2.74 Billion
  • Q1 2024

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Independent Advisor Alliance holds 24,095 shares of SCHD stock, worth $1.86 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,095
Previous 20,938 15.08%
Holding current value
$1.86 Million
Previous $1.59 Million 21.83%
% of portfolio
0.07%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$75.25 - $80.63 $237,564 - $254,548
3,157 Added 15.08%
24,095 $1.94 Million
Q4 2023

Feb 08, 2024
SELL
$66.9 - $76.32 $224,382 - $255,977
-3,354 Reduced 13.81%
20,938 $1.59 Million
Q3 2023

Oct 24, 2023
SELL
$70.63 - $75.66 $274,609 - $294,166
-3,888 Reduced 13.8%
24,292 $1.72 Million
Q2 2023

Jul 28, 2023
SELL
$69.18 - $73.94 $519,334 - $555,067
-7,507 Reduced 21.04%
28,180 $2.05 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $81,946 - $90,982
-1,166 Reduced 3.16%
35,687 $2.61 Million
Q4 2022

Feb 13, 2023
BUY
$73.08 - $79.06 $141,117 - $152,664
1,931 Added 5.53%
36,853 $2.78 Million
Q3 2022

Nov 04, 2022
BUY
N/A
34,922 New
34,922 $2.32 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-4,524 Closed
0 $0
Q1 2020

May 14, 2020
SELL
N/A
-130,416 Reduced 96.65%
4,524 $203,000
Q4 2019

Feb 07, 2020
BUY
N/A
129,466 Added 2365.11%
134,940 $7.82 Million
Q3 2019

Nov 12, 2019
BUY
N/A
5,474 New
5,474 $311,000
Q2 2019

Aug 12, 2019
SELL
N/A
-6,330 Closed
0 $0
Q1 2019

May 07, 2019
BUY
N/A
206 Added 3.36%
6,330 $331,000
Q4 2018

Feb 12, 2019
BUY
N/A
6,124 New
6,124 $307,000

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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