A detailed history of Sand Hill Global Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 9,967 shares of SCHD stock, worth $285,355. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,967
Previous 10,362 3.81%
Holding current value
$285,355
Previous $805,000 4.6%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$77.02 - $85.06 $30,422 - $33,598
-395 Reduced 3.81%
9,967 $842,000
Q2 2024

Aug 13, 2024

BUY
$75.81 - $80.15 $785,543 - $830,514
10,362 New
10,362 $805,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Sand Hill Global Advisors, LLC Portfolio

Follow Sand Hill Global 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 Sand Hill Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sand Hill Global Advisors, LLC with notifications on news.