Lgt Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,092 shares of SCHD stock, worth $56,651. This represents 0.44% of its overall portfolio holdings.

Number of Shares

2,092

Previous 4,350 51.91%

Holding current value

$56,651

Previous $338 Million 47.72%

% of portfolio

0.44%

Previous 0.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$77.02 - $85.06 $173,911 - $192,065	-2,258 Reduced 51.91%	2,092 $177 Million
Q2 2024 Aug 05, 2024	SELL	$75.81 - $80.15 $25,851 - $27,331	-341 Reduced 7.27%	4,350 $338 Million
Q1 2024 May 02, 2024	SELL	$75.25 - $80.63 $95,341 - $102,158	-1,267 Reduced 21.27%	4,691 $378 Million
Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $12,577 - $14,348	-188 Reduced 3.06%	5,958 $454 Million
Q3 2023 Nov 01, 2023	SELL	$70.63 - $75.66 $123,885 - $132,707	-1,754 Reduced 22.2%	6,146 $435 Million
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $546,522 - $584,126	7,900 New	7,900 $574 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $2.35 Million - $2.77 Million	35,040 New	35,040 $2.65 Billion

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Lgt Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History