Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 43,797 shares of SCHD stock, worth $3.37 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
43,797
Previous 40,190 8.97%
Holding current value
$3.37 Million
Previous $2.89 Million 0.73%
% of portfolio
0.13%
Previous 0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
N/A
3,607 Added 8.97%
43,797 $2.91 Million
Q2 2022

Aug 12, 2022
BUY
N/A
4,389 Added 12.26%
40,190 $2.89 Million
Q1 2022

May 10, 2022
BUY
N/A
8,146 Added 29.46%
35,801 $2.82 Million
Q4 2021

Feb 16, 2022
BUY
N/A
3,553 Added 14.74%
27,655 $2.24 Million
Q3 2021

Nov 17, 2021
BUY
N/A
2,259 Added 10.34%
24,102 $1.79 Million
Q2 2021

Aug 10, 2021
BUY
N/A
733 Added 3.47%
21,843 $1.65 Million
Q1 2021

May 07, 2021
SELL
N/A
-733 Reduced 3.36%
21,110 $1.54 Million
Q4 2020

Feb 12, 2021
BUY
N/A
8,969 Added 69.67%
21,843 $1.4 Million
Q3 2020

Nov 30, 2020
BUY
N/A
714 Added 5.87%
12,874 $712,000
Q2 2020

Aug 03, 2020
SELL
N/A
-13,911 Reduced 53.36%
12,160 $626,000
Q1 2020

May 05, 2020
BUY
N/A
3,526 Added 15.64%
26,071 $1.16 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-299 Reduced 1.31%
22,545 $1.31 Million
Q3 2019

Nov 04, 2019
BUY
N/A
571 Added 2.56%
22,844 $1.24 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-63 Reduced 0.28%
22,273 $1.19 Million
Q1 2019

May 02, 2019
SELL
N/A
-652 Reduced 2.84%
22,336 $0
Q4 2018

Feb 12, 2019
BUY
N/A
22,988 New
22,988 $1.1 Million
Q3 2018

Nov 07, 2018
SELL
N/A
-15,062 Closed
0 $0
Q2 2018

Sep 17, 2018
BUY
N/A
15,062 New
15,062 $742,000

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
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email