Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Investment Advisory Group, LLC

  • $282 Million
  • Q3 2024

A detailed history of Investment Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Advisory Group, LLC holds 24,684 shares of SCHD stock, worth $673,626. This represents 0.74% of its overall portfolio holdings.

Number of Shares
24,684
Previous 23,167 6.55%
Holding current value
$673,626
Previous $1.8 Million 15.82%
% of portfolio
0.74%
Previous 0.71%

Shares

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

Oct 15, 2024
BUY
$77.02 - $85.06 $116,839 - $129,036
1,517 Added 6.55%
24,684 $2.09 Million
Q2 2024

Jul 31, 2024
SELL
$75.81 - $80.15 $26,988 - $28,533
-356 Reduced 1.51%
23,167 $1.8 Million
Q1 2024

Apr 29, 2024
SELL
$75.25 - $80.63 $48,310 - $51,764
-642 Reduced 2.66%
23,523 $1.9 Million
Q4 2023

Jan 30, 2024
SELL
$66.9 - $76.32 $44,956 - $51,287
-672 Reduced 2.71%
24,165 $1.84 Million
Q3 2023

Oct 16, 2023
SELL
$70.63 - $75.66 $41,812 - $44,790
-592 Reduced 2.33%
24,837 $1.76 Million
Q2 2023

Jul 17, 2023
BUY
$69.18 - $73.94 $84,607 - $90,428
1,223 Added 5.05%
25,429 $1.85 Million
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $587,962 - $652,798
8,366 Added 52.82%
24,206 $1.77 Million
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $515,050 - $606,311
7,669 Added 93.86%
15,840 $0
Q3 2022

Oct 24, 2022
BUY
$66.43 - $77.87 $66,031 - $77,402
994 Added 13.85%
8,171 $543,000
Q2 2022

Jul 18, 2022
BUY
$70.31 - $80.24 $2,038 - $2,326
29 Added 0.41%
7,177 $514,000
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $150 - $163
2 Added 0.03%
7,148 $562,000
Q4 2021

Feb 11, 2022
BUY
$74.93 - $80.86 $535,449 - $577,825
7,146 New
7,146 $560,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
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
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