Petra Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Petra Financial Advisors Inc

$122 Billion
Q1 2025

A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Petra Financial Advisors Inc holds 80,521 shares of SCHD stock, worth $2.07 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

80,521

Previous 79,757 0.96%

Holding current value

$2.07 Million

Previous $2.18 Billion 3.32%

% of portfolio

1.85%

Previous 1.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $20,635 - $21,804	764 Added 0.96%	80,521 $2.25 Billion
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $1.47 Million - $4.65 Million	54,692 Added 218.2%	79,757 $2.18 Billion
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $161,433 - $178,285	2,096 Added 9.13%	25,065 $2.12 Billion
Q2 2024 Jul 18, 2024	BUY	$75.81 - $80.15 $92,867 - $98,183	1,225 Added 5.63%	22,969 $1.79 Billion
Q1 2024 Apr 23, 2024	BUY	$75.25 - $80.63 $602 - $645	8 Added 0.04%	21,744 $1.75 Billion
Q4 2023 Jan 29, 2024	SELL	$66.9 - $76.32 $67,903 - $77,464	-1,015 Reduced 4.46%	21,736 $1.65 Billion
Q3 2023 Nov 01, 2023	BUY	$70.63 - $75.66 $12,007 - $12,862	170 Added 0.75%	22,751 $1.61 Billion
Q2 2023 Jul 26, 2023	BUY	$69.18 - $73.94 $1.56 Million - $1.67 Million	22,581 New	22,581 $1.64 Billion
Q4 2022 Apr 10, 2023	BUY	$67.16 - $79.06 $1.4 Million - $1.65 Million	20,816 New	20,816 $1.57 Billion

Others Institutions Holding SCHD

# of Institutions

1,972

Shares Held

847M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Petra Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History