Safeguard Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Safeguard Investment Advisory Group, LLC

  • $364 Million
  • Q4 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 83,930 shares of SCHD stock, worth $2.37 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
83,930
Previous 3,077 2627.66%
Holding current value
$2.37 Million
Previous $260,000 781.54%
% of portfolio
0.63%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $2.18 Million - $6.87 Million
80,853 Added 2627.66%
83,930 $2.29 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $3,928 - $4,338
51 Added 1.69%
3,077 $260,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $227,706 - $243,986
3,026 New
3,026 $243,000
Q1 2021

May 10, 2021
SELL
$63.23 - $73.67 $84,664 - $98,644
-1,339 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$54.8 - $65.16 $73,377 - $87,249
1,339 New
1,339 $85,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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