La Salle St. Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

La Salle St. Investment Advisors, LLC

$178 Million
Q1 2024

A detailed history of La Salle St. Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, La Salle St. Investment Advisors, LLC holds 4,272 shares of SCHD stock, worth $332,190. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,272

Previous 5,124 16.63%

Holding current value

$332,190

Previous $3.9 Million 91.18%

% of portfolio

0.19%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $64,113 - $68,696	-852 Reduced 16.63%	4,272 $344,000
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $2.53 Million - $2.88 Million	-37,769 Reduced 88.05%	5,124 $3.9 Million
Q3 2023 Nov 14, 2023	SELL	$70.63 - $75.66 $1.03 Million - $1.1 Million	-14,550 Reduced 25.33%	42,893 $3.04 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $1.02 Million - $1.1 Million	14,810 Added 34.74%	57,443 $4.17 Million
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $241,833 - $268,501	3,441 Added 8.78%	42,633 $3.12 Million

Q4 2022 Feb 17, 2023	BUY	$73.08 - $79.06 $2.86 Million - $3.1 Million	39,192 New	39,192 $2.96 Million

Others Institutions Holding SCHD

# of Institutions

1,639

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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La Salle St. Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History