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 $5.01 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

194,197

Previous 168,054 15.56%

Holding current value

$5.01 Million

Previous $4.59 Million 16.64%

% of portfolio

1.49%

Previous 1.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,975

Shares Held

840M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

Insight Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History