A detailed history of Kovack Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kovack Advisors, Inc. holds 17,965 shares of SCHD stock, worth $486,492. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,965
Previous 18,547 3.14%
Holding current value
$486,492
Previous $1.44 Million 5.27%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 05, 2024

SELL
$77.02 - $85.06 $44,825 - $49,504
-582 Reduced 3.14%
17,965 $1.52 Million
Q2 2024

Aug 02, 2024

BUY
$75.81 - $80.15 $71,792 - $75,902
947 Added 5.38%
18,547 $1.44 Million
Q1 2024

Apr 19, 2024

BUY
$75.25 - $80.63 $21,145 - $22,657
281 Added 1.62%
17,600 $1.42 Million
Q4 2023

Feb 02, 2024

SELL
$66.9 - $76.32 $2.99 Million - $3.41 Million
-44,677 Reduced 72.06%
17,319 $1.32 Million
Q3 2023

Oct 19, 2023

SELL
$70.63 - $75.66 $5.32 Million - $5.7 Million
-75,303 Reduced 54.85%
61,996 $4.39 Million
Q2 2023

Jul 21, 2023

SELL
$69.18 - $73.94 $3.14 Million - $3.35 Million
-45,353 Reduced 24.83%
137,299 $9.97 Million
Q1 2023

Apr 20, 2023

SELL
$70.28 - $78.03 $153,913 - $170,885
-2,190 Reduced 1.18%
182,652 $13.4 Million
Q4 2022

Feb 22, 2023

SELL
$67.16 - $79.06 $54,735 - $64,433
-815 Reduced 0.44%
184,842 $14 Million
Q3 2022

Nov 14, 2022

BUY
$66.43 - $77.87 $127,014 - $148,887
1,912 Added 1.04%
185,657 $12.3 Million
Q2 2022

Aug 10, 2022

BUY
$70.31 - $80.24 $3.45 Million - $3.94 Million
49,090 Added 36.46%
183,745 $13.2 Million
Q1 2022

May 16, 2022

BUY
$75.14 - $81.94 $360,070 - $392,656
4,792 Added 3.69%
134,655 $10.6 Million
Q4 2021

Jan 18, 2022

BUY
$74.93 - $80.86 $3.42 Million - $3.69 Million
45,672 Added 54.25%
129,863 $10.5 Million
Q3 2021

Nov 03, 2021

BUY
$74.23 - $78.13 $557,467 - $586,756
7,510 Added 9.79%
84,191 $6.25 Million
Q2 2021

Jul 29, 2021

BUY
$73.32 - $77.65 $87,837 - $93,024
1,198 Added 1.59%
76,681 $5.8 Million
Q1 2021

May 04, 2021

BUY
$63.23 - $73.67 $4.17 Million - $4.85 Million
65,896 Added 687.35%
75,483 $5.5 Million
Q4 2020

Jan 14, 2021

SELL
$54.8 - $65.16 $52,060 - $61,902
-950 Reduced 9.02%
9,587 $615,000
Q3 2020

Nov 02, 2020

SELL
$50.37 - $58.54 $1,259 - $1,463
-25 Reduced 0.24%
10,537 $583,000
Q2 2020

Jul 31, 2020

SELL
$43.56 - $56.5 $44,649 - $57,912
-1,025 Reduced 8.85%
10,562 $547,000
Q1 2020

Apr 30, 2020

SELL
$39.5 - $59.28 $1.78 Million - $2.68 Million
-45,134 Reduced 79.57%
11,587 $521,000
Q4 2019

Jan 29, 2020

BUY
$52.87 - $58.15 $2.42 Million - $2.66 Million
45,684 Added 413.92%
56,721 $3.29 Million
Q3 2019

Oct 31, 2019

SELL
$54.39 - $55.76 $101,491 - $104,048
-1,866 Reduced 14.46%
11,037 $605,000
Q2 2019

Aug 14, 2019

BUY
N/A
3,735 Added 40.74%
12,903 $685,000
Q1 2019

May 03, 2019

BUY
N/A
4,000 Added 77.4%
9,168 $479,000
Q4 2018

Feb 06, 2019

BUY
N/A
168 Added 3.36%
5,168 $243,000
Q2 2018

Aug 01, 2018

BUY
N/A
5,000 New
5,000 $246,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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