Insight Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Insight Advisors, LLC

  • $359 Million
  • Q1 2025

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 194,197 shares of SCHD stock, worth $5.19 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
194,197
Previous 168,054 15.56%
Holding current value
$5.19 Million
Previous $4.59 Million 16.64%
% of portfolio
1.49%
Previous 1.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$27.01 - $28.54 $706,122 - $746,121
26,143 Added 15.56%
194,197 $5.36 Million
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
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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