Sonora Investment Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Sonora Investment Management Group, LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Sonora Investment Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 35,645 shares of SCHD stock, worth $920,353. This represents 0.08% of its overall portfolio holdings.

Number of Shares
35,645
Previous 24,224 47.15%
Holding current value
$920,353
Previous $661,000 48.71%
% of portfolio
0.08%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$27.01 - $28.54 $308,481 - $325,955
11,421 Added 47.15%
35,645 $983,000
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $458,941 - $1.45 Million
17,042 Added 237.29%
24,224 $661,000
Q3 2024

Oct 15, 2024
SELL
$77.02 - $85.06 $7,470 - $8,250
-97 Reduced 1.33%
7,182 $607,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $19,188 - $20,560
255 Added 3.63%
7,279 $586,000
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $4,749 - $5,418
-71 Reduced 1.0%
7,024 $534,000
Q3 2023

Nov 02, 2023
BUY
$70.63 - $75.66 $101,283 - $108,496
1,434 Added 25.33%
7,095 $502,000
Q2 2023

Aug 10, 2023
SELL
$69.18 - $73.94 $37,703 - $40,297
-545 Reduced 8.78%
5,661 $411,000
Q1 2023

May 12, 2023
BUY
$70.28 - $78.03 $31,204 - $34,645
444 Added 7.71%
6,206 $454,000
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $386,975 - $455,543
5,762 New
5,762 $435,000
Q2 2022

Aug 15, 2022
SELL
$70.31 - $80.24 $178,517 - $203,729
-2,539 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $190,780 - $208,045
2,539 New
2,539 $200,000

Others Institutions Holding SCHD

# of Institutions
1,975
Shares Held
840M
Call Options Held
4.82M
Put Options Held
2.73M
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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