Transamerica Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Transamerica Financial Advisors, Inc.

  • $1.02 Billion
  • Q3 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 10 shares of SCHD stock, worth $286. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 268 96.27%
Holding current value
$286
Previous $21,000 95.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
SELL
$77.02 - $85.06 $19,871 - $21,945
-258 Reduced 96.27%
10 $1,000
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $1.02 Million - $1.09 Million
-13,578 Reduced 98.06%
268 $22,000
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $819,190 - $934,538
12,245 Added 764.83%
13,846 $1.06 Million
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $842,192 - $902,169
-11,924 Reduced 88.16%
1,601 $114,000
Q2 2023

Aug 14, 2023
SELL
$69.18 - $73.94 $1.67 Million - $1.79 Million
-24,206 Reduced 64.15%
13,525 $983,000
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $12,509 - $13,889
-178 Reduced 0.47%
37,731 $2.76 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $516,258 - $607,734
7,687 Added 25.44%
37,909 $2.86 Million
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $179,028 - $209,859
-2,695 Reduced 8.19%
30,222 $2.01 Million
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $2.31 Million - $2.64 Million
32,917 New
32,917 $0
Q3 2019

Nov 12, 2019
SELL
$54.39 - $55.76 $10,062 - $10,315
-185 Closed
0 $0
Q2 2019

Aug 21, 2019
BUY
N/A
185 New
185 $10,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
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 Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial Advisors, Inc. 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 Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email