Optimum Investment Advisors Schwab Strategic Tr Us Dividen Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Optimum Investment Advisors holds 290 shares of SCHD stock, worth $8,183. This represents 0.01% of its overall portfolio holdings.

Number of Shares

290

Previous 287 1.05%

Holding current value

$8,183

Previous $22,000 9.09%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$77.02 - $85.06 $231 - $255	3 Added 1.05%	290 $24,000
Q1 2024 Apr 11, 2024	BUY	$75.25 - $80.63 $150 - $161	2 Added 0.7%	287 $23,000
Q4 2023 Jan 08, 2024	BUY	$66.9 - $76.32 $66 - $76	1 Added 0.35%	285 $21,000
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $141 - $151	2 Added 0.71%	284 $20,000
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $138 - $147	2 Added 0.71%	282 $20,000
Q1 2023 May 03, 2023	BUY	$70.28 - $78.03 $70 - $78	1 Added 0.36%	280 $20,000
Q4 2022 Jan 05, 2023	BUY	$67.16 - $79.06 $134 - $158	2 Added 0.72%	279 $0
Q3 2022 Oct 24, 2022	SELL	$66.43 - $77.87 $6,510 - $7,631	-98 Reduced 26.13%	277 $18,000
Q2 2022 Jul 12, 2022	BUY	$70.31 - $80.24 $70 - $80	1 Added 0.27%	375 $27,000
Q1 2022 Apr 08, 2022	BUY	$75.14 - $81.94 $7,589 - $8,275	101 Added 37.0%	374 $29,000
Q4 2021 Mar 17, 2022	BUY	$74.93 - $80.86 $149 - $161	2 Added 0.74%	273 $22,000
Q3 2021 Oct 22, 2021	BUY	$74.23 - $78.13 $74 - $78	1 Added 0.37%	271 $20,000
Q2 2021 Aug 02, 2021	BUY	$73.32 - $77.65 $73 - $77	1 Added 0.37%	270 $20,000
Q1 2021 Apr 15, 2021	BUY	$63.23 - $73.67 $63 - $73	1 Added 0.37%	269 $20,000
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $109 - $130	2 Added 0.75%	268 $17,000
Q3 2020 Oct 06, 2020	BUY	$50.37 - $58.54 $100 - $117	2 Added 0.76%	266 $15,000
Q2 2020 Jul 16, 2020	BUY	$43.56 - $56.5 $43 - $56	1 Added 0.38%	264 $14,000
Q1 2020 Apr 21, 2020	BUY	$39.5 - $59.28 $79 - $118	2 Added 0.77%	263 $12,000
Q4 2019 Jan 22, 2020	BUY	$52.87 - $58.15 $105 - $116	2 Added 0.77%	261 $15,000
Q3 2019 Oct 17, 2019	BUY	$54.39 - $55.76 $108 - $111	2 Added 0.78%	259 $14,000
Q1 2019 May 03, 2019	BUY	N/A	1 Added 0.39%	257 $13,000
Q4 2018 Feb 04, 2019	BUY	N/A	2 Added 0.79%	256 $12,000
Q3 2018 Oct 05, 2018	BUY	N/A	1 Added 0.4%	254 $13,000
Q1 2018 May 09, 2018	BUY	N/A	253 New	253 $12,000

Others Institutions Holding SCHD

# of Institutions

1,786

Shares Held

340M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Optimum Investment Advisors Schwab Strategic Tr Us Dividen Transaction History