Jackson, Grant Investment Advisers, Inc. Schwab Strategic Tr Us Dividen Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $265 Million
  • Q3 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 245 shares of SCHD stock, worth $7,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
245
Previous 243 0.82%
Holding current value
$7,014
Previous $18,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024
BUY
$77.02 - $85.06 $154 - $170
2 Added 0.82%
245 $20,000
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $227 - $240
3 Added 1.25%
243 $18,000
Q1 2024

May 08, 2024
BUY
$75.25 - $80.63 $150 - $161
2 Added 0.84%
240 $19,000
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $133 - $152
2 Added 0.85%
238 $18,000
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $141 - $151
2 Added 0.85%
236 $16,000
Q2 2023

Aug 01, 2023
BUY
$69.18 - $73.94 $138 - $147
2 Added 0.86%
234 $16,000
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $140 - $156
2 Added 0.87%
232 $16,000
Q4 2022

Jan 26, 2023
BUY
$67.16 - $79.06 $201 - $237
3 Added 1.32%
230 $0
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $132 - $155
2 Added 0.89%
227 $15,000
Q2 2022

Aug 04, 2022
BUY
$70.31 - $80.24 $140 - $160
2 Added 0.9%
225 $16,000
Q1 2022

Apr 28, 2022
BUY
$75.14 - $81.94 $75 - $81
1 Added 0.45%
223 $18,000
Q4 2021

Jan 24, 2022
BUY
$74.93 - $80.86 $149 - $161
2 Added 0.91%
222 $18,000
Q3 2021

Oct 13, 2021
BUY
$74.23 - $78.13 $148 - $156
2 Added 0.92%
220 $16,000
Q2 2021

Jul 15, 2021
BUY
$73.32 - $77.65 $73 - $77
1 Added 0.46%
218 $17,000
Q1 2021

Apr 22, 2021
BUY
$63.23 - $73.67 $126 - $147
2 Added 0.93%
217 $16,000
Q4 2020

Mar 03, 2021
BUY
$54.8 - $65.16 $109 - $130
2 Added 0.94%
215 $14,000
Q3 2020

Nov 12, 2020
BUY
$50.37 - $58.54 $100 - $117
2 Added 0.95%
213 $12,000
Q2 2020

Aug 14, 2020
BUY
$43.56 - $56.5 $87 - $113
2 Added 0.96%
211 $11,000
Q1 2020

May 12, 2020
BUY
$39.5 - $59.28 $79 - $118
2 Added 0.97%
209 $9,000
Q4 2019

Feb 05, 2020
BUY
$52.87 - $58.15 $158 - $174
3 Added 1.47%
207 $12,000
Q3 2019

Nov 20, 2019
BUY
$54.39 - $55.76 $108 - $111
2 Added 0.99%
204 $11,000
Q1 2019

May 07, 2019
BUY
N/A
1 Added 0.5%
202 $11,000
Q4 2018

Jan 23, 2019
BUY
N/A
3 Added 1.52%
201 $9,000
Q3 2018

Nov 15, 2018
BUY
N/A
2 Added 1.02%
198 $10,000
Q1 2018

May 14, 2018
BUY
N/A
1 Added 0.51%
196 $10,000
Q4 2017

Feb 01, 2018
BUY
N/A
1 Added 0.52%
195 $10,000
Q3 2017

Nov 14, 2017
BUY
N/A
2 Added 1.04%
194 $9,000
Q2 2017

Aug 10, 2017
BUY
N/A
192
192 $9,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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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