Investmark Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investmark Advisory Group LLC holds 7,011 shares of SCHD stock, worth $195,116. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,011
Previous 7,097 1.21%
Holding current value
$195,116
Previous $551,000 7.44%
% of portfolio
0.29%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $6,623 - $7,315
-86 Reduced 1.21%
7,011 $592,000
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $54,886 - $58,028
-724 Reduced 9.26%
7,097 $551,000
Q1 2024

May 17, 2024
SELL
$75.25 - $80.63 $228,459 - $244,792
-3,036 Reduced 27.96%
7,821 $630,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $726,333 - $828,606
10,857 New
10,857 $826,000
Q4 2021

May 03, 2022
BUY
$74.93 - $80.86 $93,962 - $101,398
1,254 New
1,254 $101,000

Others Institutions Holding SCHD

# of Institutions
1,784
Shares Held
324M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group 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 Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email