Latitude Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Latitude Advisors, LLC

  • $141 Million
  • Q2 2024

A detailed history of Latitude Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Latitude Advisors, LLC holds 18,366 shares of SCHD stock, worth $1.52 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
18,366
Previous 20,473 10.29%
Holding current value
$1.52 Million
Previous $1.65 Million 13.45%
% of portfolio
1.01%
Previous 1.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$75.81 - $80.15 $159,731 - $168,876
-2,107 Reduced 10.29%
18,366 $1.43 Million
Q1 2024

Apr 25, 2024
BUY
$75.25 - $80.63 $49,138 - $52,651
653 Added 3.29%
20,473 $1.65 Million
Q4 2023

Jan 30, 2024
SELL
$66.9 - $76.32 $83,959 - $95,781
-1,255 Reduced 5.95%
19,820 $1.51 Million
Q3 2023

Nov 03, 2023
BUY
$70.63 - $75.66 $6,639 - $7,112
94 Added 0.45%
21,075 $1.49 Million
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $116,153 - $124,145
1,679 Added 8.7%
20,981 $1.52 Million
Q1 2023

Apr 27, 2023
BUY
$70.28 - $78.03 $105,068 - $116,654
1,495 Added 8.4%
19,302 $1.41 Million
Q4 2022

Jan 27, 2023
SELL
$73.08 - $79.06 $153,687 - $166,263
-2,103 Reduced 10.56%
17,807 $0
Q3 2022

Nov 01, 2022
BUY
N/A
2,363 Added 13.47%
19,910 $1.32 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-30,408 Reduced 63.41%
17,547 $1.26 Million
Q1 2022

Apr 29, 2022
BUY
N/A
18,105 Added 60.65%
47,955 $3.78 Million
Q4 2021

Jan 18, 2022
BUY
N/A
600 Added 2.05%
29,850 $2.41 Million
Q3 2021

Oct 14, 2021
BUY
N/A
14,978 Added 104.95%
29,250 $2.17 Million
Q2 2021

Jul 20, 2021
BUY
N/A
2,058 Added 16.85%
14,272 $1.08 Million
Q1 2021

Apr 14, 2021
BUY
N/A
1,527 Added 14.29%
12,214 $891,000
Q4 2020

Feb 04, 2021
BUY
N/A
10,687 New
10,687 $685,000

Others Institutions Holding SCHD

# of Institutions
1,638
Shares Held
273M
Call Options Held
1.95M
Put Options Held
715K
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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