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

Lion Street Advisors, LLC

  • $282 Million
  • Q3 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 61,796 shares of SCHD stock, worth $1.67 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
61,796
Previous 58,345 5.91%
Holding current value
$1.67 Million
Previous $4.54 Million 15.15%
% of portfolio
1.85%
Previous 1.7%

Shares

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

Oct 10, 2024
BUY
$77.02 - $85.06 $265,796 - $293,542
3,451 Added 5.91%
61,796 $5.22 Million
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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