Loudon Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Loudon Investment Management, LLC

$182 Million
Q3 2024

A detailed history of Loudon Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Loudon Investment Management, LLC holds 8,462 shares of SCHD stock, worth $242,267. This represents 0.39% of its overall portfolio holdings.

Number of Shares

8,462

Previous 7,653 10.57%

Holding current value

$242,267

Previous $595,000 20.17%

% of portfolio

0.39%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $62,309 - $68,813	809 Added 10.57%	8,462 $715,000
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $46,623 - $49,292	615 Added 8.74%	7,653 $595,000
Q1 2024 May 08, 2024	SELL	$75.25 - $80.63 $3,988 - $4,273	-53 Reduced 0.75%	7,038 $567,000
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $10,035 - $11,447	150 Added 2.16%	7,091 $539,000
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $464,352 - $529,737	6,941 New	6,941 $528,000
Q1 2020 May 27, 2020	SELL	$39.5 - $59.28 $148,125 - $222,300	-3,750 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$52.87 - $58.15 $198,262 - $218,062	3,750 New	3,750 $217,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Loudon Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History