Investors Research Corp Schwab Strategic Tr Us Dividen Transaction History

Investors Research Corp

  • $420 Million
  • Q2 2024

A detailed history of Investors Research Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investors Research Corp holds 62,217 shares of SCHD stock, worth $5.15 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
62,217
Previous 57,045 9.07%
Holding current value
$5.15 Million
Previous $4.6 Million 5.18%
% of portfolio
1.15%
Previous 1.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$75.81 - $80.15 $392,089 - $414,535
5,172 Added 9.07%
62,217 $4.84 Million
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $95,341 - $102,158
1,267 Added 2.27%
57,045 $4.6 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $135,071 - $154,090
2,019 Added 3.76%
55,778 $4.25 Million
Q3 2023

Nov 01, 2023
SELL
$70.63 - $75.66 $202,708 - $217,144
-2,870 Reduced 5.07%
53,759 $3.8 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $121,618 - $129,986
1,758 Added 3.2%
56,629 $4.11 Million
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $164,876 - $183,058
2,346 Added 4.47%
54,871 $4.01 Million
Q4 2022

Feb 06, 2023
BUY
$73.08 - $79.06 $206,451 - $223,344
2,825 Added 5.68%
52,525 $3.97 Million
Q3 2022

Nov 10, 2022
BUY
N/A
3,621 Added 7.86%
49,700 $3.3 Million
Q2 2022

Jul 21, 2022
BUY
N/A
4,212 Added 10.06%
46,079 $3.3 Million
Q1 2022

Apr 13, 2022
BUY
N/A
5,930 Added 16.5%
41,867 $3.3 Million
Q4 2021

Jan 27, 2022
BUY
N/A
5,735 Added 18.99%
35,937 $2.91 Million
Q3 2021

Oct 27, 2021
BUY
N/A
4,129 Added 15.84%
30,202 $2.24 Million
Q2 2021

Jul 29, 2021
BUY
N/A
5,392 Added 26.07%
26,073 $1.97 Million
Q1 2021

Apr 28, 2021
BUY
N/A
6,528 Added 46.12%
20,681 $1.51 Million
Q4 2020

Jan 21, 2021
BUY
N/A
8,774 Added 163.12%
14,153 $908,000
Q3 2020

Oct 20, 2020
BUY
N/A
5,379 New
5,379 $297,000

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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 Investors Research Corp Portfolio

Follow Investors Research Corp 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 Investors Research Corp, based on Form 13F filings with the SEC.

News

Stay updated on Investors Research Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email