Savant Capital, LLC Schwab Strategic Tr Us Dividen Transaction History

Savant Capital, LLC

  • $10.2 Billion
  • Q2 2024

A detailed history of Savant Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Savant Capital, LLC holds 36,407 shares of SCHD stock, worth $3.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,407
Previous 39,736 8.38%
Holding current value
$3.08 Million
Previous $3.2 Million 11.61%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $252,371 - $266,819
-3,329 Reduced 8.38%
36,407 $2.83 Million
Q1 2024

May 03, 2024
SELL
$75.25 - $80.63 $194,897 - $208,831
-2,590 Reduced 6.12%
39,736 $3.2 Million
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $115,937 - $132,262
1,733 Added 4.27%
42,326 $3.22 Million
Q3 2023

Nov 06, 2023
BUY
$70.63 - $75.66 $575,846 - $616,855
8,153 Added 25.13%
40,593 $2.87 Million
Q2 2023

Aug 04, 2023
SELL
$69.18 - $73.94 $239,639 - $256,128
-3,464 Reduced 9.65%
32,440 $2.36 Million
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $1.51 Million - $1.68 Million
21,496 Added 149.19%
35,904 $2.63 Million
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $48,220 - $56,765
718 Added 5.24%
14,408 $1.09 Million
Q3 2022

Oct 28, 2022
BUY
$66.43 - $77.87 $91,009 - $106,681
1,370 Added 11.12%
13,690 $909,000
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $574,081 - $655,159
8,165 Added 196.51%
12,320 $882,000
Q1 2022

May 05, 2022
BUY
$75.14 - $81.94 $7,514 - $8,194
100 Added 2.47%
4,155 $328,000
Q3 2021

Nov 12, 2021
SELL
$74.23 - $78.13 $44,612 - $46,956
-601 Reduced 12.91%
4,055 $301,000
Q2 2021

Aug 04, 2021
BUY
$73.32 - $77.65 $51,323 - $54,355
700 Added 17.69%
4,656 $352,000
Q4 2020

Feb 03, 2021
BUY
$54.8 - $65.16 $216,788 - $257,772
3,956 New
3,956 $254,000

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
Track This Portfolio

Track Savant Capital, LLC Portfolio

Follow Savant Capital, 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 Savant Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Savant Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email