Independent Advisor Alliance Schwab Strategic Tr Us Dividen Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

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 48,518 shares of SCHD stock, worth $1.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

48,518

Previous 1,390,683 96.51%

Holding current value

$1.3 Million

Previous $38 Million 96.43%

% of portfolio

0.05%

Previous 0.52%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$27.01 - $28.54 $36.3 Million - $38.3 Million	-1,342,165 Reduced 96.51%	48,518 $1.36 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $37 Million - $117 Million	1,373,850 Added 8161.65%	1,390,683 $38 Million
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $378,399 - $417,899	-4,913 Reduced 22.59%	16,833 $1.42 Million
Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $178,077 - $188,272	-2,349 Reduced 9.75%	21,746 $1.69 Million
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	$67.16 - $79.06 $129,685 - $152,664	1,931 Added 5.53%	36,853 $2.78 Million
Q3 2022 Nov 04, 2022	BUY	$66.43 - $77.87 $2.32 Million - $2.72 Million	34,922 New	34,922 $2.32 Million
Q2 2020 Aug 06, 2020	SELL	$43.56 - $56.5 $197,065 - $255,606	-4,524 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$39.5 - $59.28 $5.15 Million - $7.73 Million	-130,416 Reduced 96.65%	4,524 $203,000
Q4 2019 Feb 07, 2020	BUY	$52.87 - $58.15 $6.84 Million - $7.53 Million	129,466 Added 2365.11%	134,940 $7.82 Million
Q3 2019 Nov 12, 2019	BUY	$54.39 - $55.76 $297,730 - $305,230	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

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Independent Advisor Alliance Schwab Strategic Tr Us Dividen Transaction History