Optimum Investment Advisors Schwab Strategic Tr Us Dividen Transaction History

Optimum Investment Advisors

  • $216 Million
  • Q1 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 287 shares of SCHD stock, worth $22,124. This represents 0.01% of its overall portfolio holdings.

Number of Shares
287
Previous 285 0.7%
Holding current value
$22,124
Previous $21,000 9.52%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $146 - $158
2 Added 0.72%
279 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-98 Reduced 26.13%
277 $18,000
Q2 2022

Jul 12, 2022
BUY
N/A
1 Added 0.27%
375 $27,000
Q1 2022

Apr 08, 2022
BUY
N/A
101 Added 37.0%
374 $29,000
Q4 2021

Mar 17, 2022
BUY
N/A
2 Added 0.74%
273 $22,000
Q3 2021

Oct 22, 2021
BUY
N/A
1 Added 0.37%
271 $20,000
Q2 2021

Aug 02, 2021
BUY
N/A
1 Added 0.37%
270 $20,000
Q1 2021

Apr 15, 2021
BUY
N/A
1 Added 0.37%
269 $20,000
Q4 2020

Jan 21, 2021
BUY
N/A
2 Added 0.75%
268 $17,000
Q3 2020

Oct 06, 2020
BUY
N/A
2 Added 0.76%
266 $15,000
Q2 2020

Jul 16, 2020
BUY
N/A
1 Added 0.38%
264 $14,000
Q1 2020

Apr 21, 2020
BUY
N/A
2 Added 0.77%
263 $12,000
Q4 2019

Jan 22, 2020
BUY
N/A
2 Added 0.77%
261 $15,000
Q3 2019

Oct 17, 2019
BUY
N/A
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
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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