Lion Street Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Lion Street Advisors, LLC

  • $266 Million
  • Q2 2024

A detailed history of Lion Street Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lion Street Advisors, LLC holds 58,345 shares of SCHD stock, worth $4.93 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
58,345
Previous 48,143 21.19%
Holding current value
$4.93 Million
Previous $3.88 Million 16.88%
% of portfolio
1.7%
Previous 1.49%

Shares

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

Jul 12, 2024
BUY
$75.81 - $80.15 $773,413 - $817,690
10,202 Added 21.19%
58,345 $4.54 Million
Q4 2023

Jan 09, 2024
BUY
$66.9 - $76.32 $816,180 - $931,103
12,200 Added 33.94%
48,143 $3.67 Million
Q3 2023

Oct 19, 2023
BUY
$70.63 - $75.66 $2.54 Million - $2.72 Million
35,943 New
35,943 $2.54 Million
Q1 2023

Apr 12, 2023
BUY
$70.28 - $78.03 $1.94 Million - $2.16 Million
27,636 New
27,636 $2.02 Million

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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