Momentum Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Momentum Advisors, LLC

  • $96.6 Million
  • Q4 2022

A detailed history of Momentum Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Momentum Advisors, LLC holds 36,552 shares of SCHD stock, worth $3.09 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
36,552
Previous 22,207 64.6%
Holding current value
$3.09 Million
Previous $1.48 Million 87.19%
% of portfolio
2.86%
Previous 1.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $963,410 - $1.13 Million
14,345 Added 64.6%
36,552 $2.76 Million
Q3 2022

Nov 10, 2022
BUY
$66.43 - $77.87 $58,458 - $68,525
880 Added 4.13%
22,207 $1.48 Million
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $1.5 Million - $1.71 Million
21,327 New
21,327 $1.53 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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