Insight Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Insight Advisors, LLC

$380 Million
Q4 2024

A detailed history of Insight Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Insight Advisors, LLC holds 168,054 shares of SCHD stock, worth $4.7 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

168,054

Previous 48,862 243.94%

Holding current value

$4.7 Million

Previous $4.13 Million 11.16%

% of portfolio

1.21%

Previous 1.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $3.21 Million - $10.1 Million	119,192 Added 243.94%	168,054 $4.59 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $630,485 - $696,301	8,186 Added 20.12%	48,862 $4.13 Million
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $1.01 Million - $1.07 Million	13,367 Added 48.95%	40,676 $3.16 Million
Q1 2024 May 06, 2024	BUY	$75.25 - $80.63 $1.23 Million - $1.32 Million	16,370 Added 149.65%	27,309 $2.2 Million
Q4 2023 Jan 23, 2024	BUY	$66.9 - $76.32 $239,702 - $273,454	3,583 Added 48.71%	10,939 $832,000
Q3 2023 Nov 07, 2023	BUY	$70.63 - $75.66 $81,930 - $87,765	1,160 Added 18.72%	7,356 $520,000
Q2 2023 Aug 07, 2023	BUY	$69.18 - $73.94 $59,563 - $63,662	861 Added 16.14%	6,196 $449,000
Q1 2023 May 03, 2023	BUY	$70.28 - $78.03 $374,943 - $416,290	5,335 New	5,335 $390,000

Others Institutions Holding SCHD

# of Institutions

1,928

Shares Held

818M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Insight Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History