Investors Research Corp Schwab Strategic Tr Us Dividen Transaction History

Investors Research Corp

$441 Million
Q4 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 210,522 shares of SCHD stock, worth $5.84 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

210,522

Previous 65,788 220.0%

Holding current value

$5.84 Million

Previous $5.56 Million 3.42%

% of portfolio

1.3%

Previous 1.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $3.9 Million - $12.3 Million	144,734 Added 220.0%	210,522 $5.75 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $275,038 - $303,749	3,571 Added 5.74%	65,788 $5.56 Million
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	$67.16 - $79.06 $189,727 - $223,344	2,825 Added 5.68%	52,525 $3.97 Million
Q3 2022 Nov 10, 2022	BUY	$66.43 - $77.87 $240,543 - $281,967	3,621 Added 7.86%	49,700 $3.3 Million
Q2 2022 Jul 21, 2022	BUY	$70.31 - $80.24 $296,145 - $337,970	4,212 Added 10.06%	46,079 $3.3 Million
Q1 2022 Apr 13, 2022	BUY	$75.14 - $81.94 $445,580 - $485,904	5,930 Added 16.5%	41,867 $3.3 Million
Q4 2021 Jan 27, 2022	BUY	$74.93 - $80.86 $429,723 - $463,732	5,735 Added 18.99%	35,937 $2.91 Million
Q3 2021 Oct 27, 2021	BUY	$74.23 - $78.13 $306,495 - $322,598	4,129 Added 15.84%	30,202 $2.24 Million
Q2 2021 Jul 29, 2021	BUY	$73.32 - $77.65 $395,341 - $418,688	5,392 Added 26.07%	26,073 $1.97 Million
Q1 2021 Apr 28, 2021	BUY	$63.23 - $73.67 $412,765 - $480,917	6,528 Added 46.12%	20,681 $1.51 Million
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $480,815 - $571,713	8,774 Added 163.12%	14,153 $908,000
Q3 2020 Oct 20, 2020	BUY	$50.37 - $58.54 $270,940 - $314,886	5,379 New	5,379 $297,000

Others Institutions Holding SCHD

# of Institutions

1,948

Shares Held

833M

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

News

Stay updated on Investors Research Corp with notifications on news.

Account

Investors Research Corp Schwab Strategic Tr Us Dividen Transaction History