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

Resonant Capital Advisors, LLC

$1.35 Billion
Q4 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 10,534 shares of SCHD stock, worth $299,797. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,534

Previous 2,666 295.12%

Holding current value

$299,797

Previous $225,000 27.56%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $211,885 - $668,386	7,868 Added 295.12%	10,534 $287,000
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

1,945

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

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 Resonant Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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