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

Sonora Investment Management Group, LLC

  • $1.19 Billion
  • Q4 2024

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 24,224 shares of SCHD stock, worth $668,097. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,224
Previous 7,182 237.29%
Holding current value
$668,097
Previous $607,000 8.9%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,951
Shares Held
849M
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
Track This Portfolio

Track Sonora Investment Management Group, LLC Portfolio

Follow Sonora Investment Management Group, 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 Sonora Investment Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonora Investment Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email