A detailed history of Studio Investment Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Studio Investment Management LLC holds 3,098 shares of SCHD stock, worth $83,893. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,098
Previous 3,145 1.49%
Holding current value
$83,893
Previous $244,000 6.97%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$77.02 - $85.06 $3,619 - $3,997
-47 Reduced 1.49%
3,098 $261,000
Q2 2024

Aug 07, 2024

BUY
$75.81 - $80.15 $70,048 - $74,058
924 Added 41.6%
3,145 $244,000
Q1 2024

May 15, 2024

BUY
$75.25 - $80.63 $45,375 - $48,619
603 Added 37.27%
2,221 $179,000
Q4 2023

Feb 15, 2024

BUY
$66.9 - $76.32 $11,038 - $12,592
165 Added 11.36%
1,618 $123,000
Q3 2023

Nov 15, 2023

BUY
$70.63 - $75.66 $6,921 - $7,414
98 Added 7.23%
1,453 $102,000
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $12,867 - $13,752
186 Added 15.91%
1,355 $98,000
Q1 2023

May 15, 2023

BUY
$70.28 - $78.03 $11,385 - $12,640
162 Added 16.09%
1,169 $85,000
Q4 2022

Feb 14, 2023

BUY
$67.16 - $79.06 $335 - $395
5 Added 0.5%
1,007 $76,000
Q3 2022

Nov 14, 2022

SELL
$66.43 - $77.87 $1,527 - $1,791
-23 Reduced 2.24%
1,002 $0
Q2 2022

Aug 15, 2022

BUY
$70.31 - $80.24 $72,067 - $82,246
1,025 New
1,025 $73,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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