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 48,862 shares of SCHD stock, worth $1.42 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
48,862
Previous 40,676 20.12%
Holding current value
$1.42 Million
Previous $3.16 Million 30.61%
% of portfolio
1.11%
Previous 0.9%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Insight Advisors, LLC Portfolio

Follow Insight Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.