Petra Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Petra Financial Advisors Inc

$152 Billion
Q3 2024

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 25,065 shares of SCHD stock, worth $701,569. This represents 1.4% of its overall portfolio holdings.

Number of Shares

25,065

Previous 22,969 9.13%

Holding current value

$701,569

Previous $1.79 Billion 18.63%

% of portfolio

1.4%

Previous 1.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,784

Shares Held

333M

Call Options Held

1.92M

Put Options Held

1.16M

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 Petra Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Petra Financial Advisors Inc with notifications on news.

Account

Petra Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History