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

Oliver Lagore Vanvalin Investment Group

  • $359 Million
  • Q3 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 176 shares of SCHD stock, worth $4,959. This represents 0.0% of its overall portfolio holdings.

Number of Shares
176
Previous 226 22.12%
Holding current value
$4,959
Previous $17,000 17.65%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,929
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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