Traphagen Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Traphagen Investment Advisors LLC

  • $938 Billion
  • Q1 2024

A detailed history of Traphagen Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 23,400 shares of SCHD stock, worth $1.82 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
23,400
Holding current value
$1.82 Million
% of portfolio
0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $1.76 Million - $1.89 Million
23,400 New
23,400 $1.89 Billion
Q4 2023

Jun 17, 2024
BUY
$66.9 - $76.32 $8.83 Million - $10.1 Million
131,956 Added 563.91%
155,356 $11.8 Billion
Q3 2023

Jun 17, 2024
BUY
$70.63 - $75.66 $17 Million - $18.2 Million
240,924 Added 1029.59%
264,324 $18.7 Billion
Q2 2023

Jun 17, 2024
BUY
$69.18 - $73.94 $15.3 Million - $16.4 Million
221,754 Added 947.67%
245,154 $17.8 Billion
Q1 2023

Jun 17, 2024
BUY
$70.28 - $78.03 $14.3 Million - $15.9 Million
203,495 Added 869.64%
226,895 $16.6 Billion
Q3 2020

Jun 17, 2024
SELL
N/A
-6,377 Closed
0 $0
Q2 2020

Jun 17, 2024
SELL
N/A
-17,023 Reduced 72.75%
6,377 $330 Million
Q1 2020

Jun 17, 2024
SELL
N/A
-16,993 Reduced 72.62%
6,407 $288 Million
Q4 2019

Jun 17, 2024
SELL
N/A
-16,338 Reduced 69.82%
7,062 $409 Million
Q3 2019

Jun 17, 2024
SELL
N/A
-15,996 Reduced 68.36%
7,404 $406 Million
Q2 2019

Jun 17, 2024
SELL
N/A
-16,307 Reduced 69.69%
7,093 $376 Million
Q1 2019

Jun 17, 2024
SELL
N/A
-16,311 Reduced 69.71%
7,089 $371 Million

Others Institutions Holding SCHD

# of Institutions
1,639
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 Traphagen Investment Advisors LLC Portfolio

Follow Traphagen Investment Advisors 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 Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email