Resonant Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Resonant Capital Advisors, LLC

  • $1.34 Billion
  • Q3 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 2,666 shares of SCHD stock, worth $72,195. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,666
Previous 3,381 21.15%
Holding current value
$72,195
Previous $262,000 14.12%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$77.02 - $85.06 $55,069 - $60,817
-715 Reduced 21.15%
2,666 $225,000
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $4,927 - $5,209
65 Added 1.96%
3,381 $262,000
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $10,158 - $10,885
135 Added 4.24%
3,316 $267,000
Q3 2023

Oct 31, 2023
BUY
$70.63 - $75.66 $21,189 - $22,698
300 Added 10.41%
3,181 $225,000
Q1 2023

Apr 21, 2023
SELL
$70.28 - $78.03 $7,028 - $7,803
-100 Reduced 3.35%
2,881 $210,000
Q4 2022

Jan 23, 2023
BUY
$67.16 - $79.06 $200,203 - $235,677
2,981 New
2,981 $0
Q2 2022

Jul 12, 2022
SELL
$70.31 - $80.24 $6,820 - $7,783
-97 Reduced 3.15%
2,982 $214,000
Q1 2022

Apr 19, 2022
SELL
$75.14 - $81.94 $8,866 - $9,668
-118 Reduced 3.69%
3,079 $244,000
Q4 2021

Jan 26, 2022
SELL
$74.93 - $80.86 $28,023 - $30,241
-374 Reduced 10.47%
3,197 $258,000
Q3 2021

Oct 18, 2021
BUY
$74.23 - $78.13 $74 - $78
1 Added 0.03%
3,571 $265,000
Q2 2021

Jul 16, 2021
BUY
$73.32 - $77.65 $4,765 - $5,047
65 Added 1.85%
3,570 $270,000
Q1 2021

Apr 28, 2021
BUY
$63.23 - $73.67 $221,621 - $258,213
3,505 New
3,505 $256,000
Q3 2020

Nov 03, 2020
SELL
$50.37 - $58.54 $1.09 Million - $1.27 Million
-21,722 Closed
0 $0
Q2 2020

Aug 05, 2020
BUY
$43.56 - $56.5 $76,099 - $98,705
1,747 Added 8.75%
21,722 $1.12 Million
Q1 2020

May 14, 2020
BUY
$39.5 - $59.28 $10,467 - $15,709
265 Added 1.34%
19,975 $898,000
Q4 2019

Feb 18, 2020
BUY
$52.87 - $58.15 $1.04 Million - $1.15 Million
19,710 New
19,710 $1.14 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Resonant Capital Advisors, LLC Portfolio

Follow Resonant Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email