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

Smith, Salley & Associates

  • $1.25 Billion
  • Q1 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 2,564 shares of SCHD stock, worth $197,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,564
Previous 2,650 3.25%
Holding current value
$197,479
Previous $201,000 2.49%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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