Operose Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Operose Advisors LLC

  • $300 Million
  • Q1 2025

A detailed history of Operose Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Operose Advisors LLC holds 1,494 shares of SCHD stock, worth $39,097. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,494
Previous 1,494 -0.0%
Holding current value
$39,097
Previous $40,000 2.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $26,822 - $84,610
996 Added 200.0%
1,494 $40,000
Q2 2024

Aug 08, 2024
SELL
$75.81 - $80.15 $160,034 - $169,196
-2,111 Reduced 80.91%
498 $38,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $121,483 - $130,135
1,720 Added 193.48%
2,609 $184,000
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $66,612 - $71,884
889 New
889 $72,000

Others Institutions Holding SCHD

# of Institutions
1,996
Shares Held
887M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Operose Advisors LLC Portfolio

Follow Operose Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Operose Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Operose Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email