Savvy Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Savvy Advisors, Inc. holds 19,359 shares of SCHD stock, worth $538,760. This represents 0.33% of its overall portfolio holdings.

Number of Shares
19,359
Previous 17,347 11.6%
Holding current value
$538,760
Previous $1.35 Billion 21.31%
% of portfolio
0.33%
Previous 0.44%

Shares

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

Nov 05, 2024
BUY
$77.02 - $85.06 $154,964 - $171,140
2,012 Added 11.6%
19,359 $1.64 Billion
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $392,999 - $415,497
5,184 Added 42.62%
17,347 $1.35 Billion
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $349,310 - $374,284
4,642 Added 61.72%
12,163 $981 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $503,154 - $574,002
7,521 New
7,521 $573 Million

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
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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