Pca Investment Advisory Services Inc. Schwab Strategic Tr Us Dividen Transaction History

Pca Investment Advisory Services Inc.

$212 Million
Q4 2024

A detailed history of Pca Investment Advisory Services Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 225,843 shares of SCHD stock, worth $6.28 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

225,843

Previous 72,725 210.54%

Holding current value

$6.28 Million

Previous $6.15 Million 0.37%

% of portfolio

2.91%

Previous 2.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $4.12 Million - $13 Million	153,118 Added 210.54%	225,843 $6.17 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $15,558 - $17,182	202 Added 0.28%	72,725 $6.15 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $270,565 - $286,055	3,569 Added 5.18%	72,523 $5.64 Million
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $341,033 - $365,415	4,532 Added 7.03%	68,954 $5.56 Million
Q4 2023 Feb 15, 2024	SELL	$66.9 - $76.32 $214,481 - $244,681	-3,206 Reduced 4.74%	64,422 $4.9 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $93,019 - $99,644	1,317 Added 1.99%	67,628 $4.79 Billion
Q2 2023 Aug 16, 2023	SELL	$69.18 - $73.94 $100,795 - $107,730	-1,457 Reduced 2.15%	66,311 $4.82 Billion
Q1 2023 May 16, 2023	BUY	$70.28 - $78.03 $4.76 Million - $5.29 Million	67,768 New	67,768 $4.96 Billion

Others Institutions Holding SCHD

# of Institutions

1,919

Shares Held

789M

Call Options Held

4.7M

Put Options Held

2.08M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Pca Investment Advisory Services Inc. Schwab Strategic Tr Us Dividen Transaction History