Insight Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Insight Advisors, LLC

  • $331 Million
  • Q1 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 27,309 shares of SCHD stock, worth $2.1 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
27,309
Previous 10,939 149.65%
Holding current value
$2.1 Million
Previous $832,000 164.54%
% of portfolio
0.67%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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