Personal Capital Advisors Corp Schwab Strategic Tr Us Dividen Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Personal Capital Advisors Corp holds 10,027 shares of SCHD stock, worth $262,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,027

Previous 11,250 10.87%

Holding current value

$262,607

Previous $747,000 1.34%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$67.16 - $79.06 $82,136 - $96,690	-1,223 Reduced 10.87%	10,027 $757,000
Q3 2022 Nov 07, 2022	BUY	$66.43 - $77.87 $151,792 - $177,932	2,285 Added 25.49%	11,250 $747,000
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $75,653 - $86,338	1,076 Added 13.64%	8,965 $642,000
Q1 2022 May 16, 2022	SELL	$75.14 - $81.94 $483,150 - $526,874	-6,430 Reduced 44.91%	7,889 $622,000
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $336,810 - $363,465	4,495 Added 45.76%	14,319 $1.13 Million
Q3 2021 Nov 12, 2021	BUY	$74.23 - $78.13 $172,881 - $181,964	2,329 Added 31.07%	9,824 $729,000
Q2 2021 Aug 11, 2021	BUY	$73.32 - $77.65 $157,271 - $166,559	2,145 Added 40.09%	7,495 $567,000
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $73,030 - $85,088	1,155 Added 27.53%	5,350 $390,000
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $229,886 - $273,346	4,195 New	4,195 $269,000

Others Institutions Holding SCHD

# of Institutions

1,995

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Personal Capital Advisors Corp with notifications on news.

Account

Personal Capital Advisors Corp Schwab Strategic Tr Us Dividen Transaction History