Powers Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Powers Advisory Group, LLC

$200 Million
Q3 2024

A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Powers Advisory Group, LLC holds 206,164 shares of SCHD stock, worth $5.73 Million. This represents 8.7% of its overall portfolio holdings.

Number of Shares

206,164

Previous 193,953 6.3%

Holding current value

$5.73 Million

Previous $15.1 Million 15.56%

% of portfolio

8.7%

Previous 8.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $940,491 - $1.04 Million	12,211 Added 6.3%	206,164 $17.4 Million
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $977,721 - $1.03 Million	12,897 Added 7.12%	193,953 $15.1 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $624,424 - $669,067	8,298 Added 4.8%	181,056 $14.6 Million
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $721,182 - $822,729	10,780 Added 6.66%	172,758 $13.2 Million
Q3 2023 Oct 18, 2023	BUY	$70.63 - $75.66 $128,264 - $137,398	1,816 Added 1.13%	161,978 $11.5 Million
Q2 2023 Jul 20, 2023	BUY	$69.18 - $73.94 $1.04 Million - $1.11 Million	15,005 Added 10.34%	160,162 $11.6 Million
Q1 2023 Apr 13, 2023	BUY	$70.28 - $78.03 $1.06 Million - $1.18 Million	15,101 Added 11.61%	145,157 $10.6 Million
Q4 2022 Jan 20, 2023	BUY	$67.16 - $79.06 $348,627 - $410,400	5,191 Added 4.16%	130,056 $0
Q3 2022 Oct 14, 2022	BUY	$66.43 - $77.87 $740,163 - $867,627	11,142 Added 9.8%	124,865 $8.3 Million
Q2 2022 Jul 19, 2022	BUY	$70.31 - $80.24 $654,726 - $747,194	9,312 Added 8.92%	113,723 $8.15 Million
Q1 2022 May 11, 2022	BUY	$75.14 - $81.94 $875,756 - $955,010	11,655 Added 12.57%	104,411 $8.24 Million
Q4 2021 May 06, 2022	BUY	$74.93 - $80.86 $6.95 Million - $7.5 Million	92,756 New	92,756 $7.5 Million

Others Institutions Holding SCHD

# of Institutions

1,759

Shares Held

276M

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 Powers Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powers Advisory Group, LLC with notifications on news.

Account

Powers Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History