Key Client Fiduciary Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Key Client Fiduciary Advisors, LLC

$169 Million
Q1 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,479 shares of SCHD stock, worth $576,032. This represents 0.36% of its overall portfolio holdings.

Number of Shares

7,479

Previous 7,690 2.74%

Holding current value

$576,032

Previous $585,000 3.08%

% of portfolio

0.36%

Previous 0.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$75.25 - $80.63 $15,877 - $17,012	-211 Reduced 2.74%	7,479 $603,000
Q4 2023 Jan 09, 2024	SELL	$66.9 - $76.32 $6,489 - $7,403	-97 Reduced 1.25%	7,690 $585,000
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $144,791 - $155,103	2,050 Added 35.73%	7,787 $551,000
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $12,106 - $12,939	175 Added 3.15%	5,737 $416,000
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $73,161 - $81,229	1,041 Added 23.03%	5,562 $406,000

Q4 2022 Jan 17, 2023	SELL	$73.08 - $79.06 $63,141 - $68,307	-864 Reduced 16.04%	4,521 $0
Q3 2022 Oct 12, 2022	BUY	N/A	606 Added 12.68%	5,385 $358,000
Q2 2022 Jul 19, 2022	SELL	N/A	-468 Reduced 8.92%	4,779 $342,000
Q1 2022 Apr 18, 2022	BUY	N/A	929 Added 21.51%	5,247 $414,000
Q4 2021 Mar 01, 2022	BUY	N/A	4,318 New	4,318 $349,000

Others Institutions Holding SCHD

# of Institutions

1,645

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Key Client Fiduciary Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History