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

Safeguard Investment Advisory Group, LLC

  • $322 Million
  • Q2 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 3,026 shares of SCHD stock, worth $254,970. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,026
Previous 3,026 -0.0%
Holding current value
$254,970
Previous $243,000 3.29%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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