Smith, Salley & Associates Schwab Strategic Tr Us Dividen Transaction History

Smith, Salley & Associates

  • $1.5 Billion
  • Q4 2024

A detailed history of Smith, Salley & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smith, Salley & Associates holds 9,697 shares of SCHD stock, worth $271,419. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,697
Previous 2,734 254.68%
Holding current value
$271,419
Previous $231,000 14.29%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$26.93 - $84.95 $187,513 - $591,506
6,963 Added 254.68%
9,697 $264,000
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $154 - $170
2 Added 0.07%
2,734 $231,000
Q2 2024

Jul 29, 2024
BUY
$75.81 - $80.15 $12,736 - $13,465
168 Added 6.55%
2,732 $212,000
Q1 2024

May 02, 2024
SELL
$75.25 - $80.63 $6,471 - $6,934
-86 Reduced 3.25%
2,564 $206,000
Q4 2023

Jan 24, 2024
SELL
$66.9 - $76.32 $31,108 - $35,488
-465 Reduced 14.93%
2,650 $201,000
Q3 2023

Oct 27, 2023
BUY
$70.63 - $75.66 $220,012 - $235,680
3,115 New
3,115 $220,000

Others Institutions Holding SCHD

# of Institutions
1,784
Shares Held
333M
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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