Oliver Lagore Vanvalin Investment Group Schwab Strategic Tr Us Dividen Transaction History

Oliver Lagore Vanvalin Investment Group

  • $370 Million
  • Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 526 shares of SCHD stock, worth $14,507. This represents 0.0% of its overall portfolio holdings.

Number of Shares
526
Previous 176 198.86%
Holding current value
$14,507
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 01, 2025
BUY
$26.93 - $84.95 $9,425 - $29,732
350 Added 198.86%
526 $14,000
Q3 2024

Nov 04, 2024
SELL
$77.02 - $85.06 $3,851 - $4,253
-50 Reduced 22.12%
176 $14,000
Q2 2024

Aug 15, 2024
SELL
$75.81 - $80.15 $6,519 - $6,892
-86 Reduced 27.56%
226 $17,000
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $22,725 - $24,350
302 Added 3020.0%
312 $25,000
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $706 - $756
10 New
10 $0

Others Institutions Holding SCHD

# of Institutions
1,952
Shares Held
848M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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