True Link Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

A detailed history of True Link Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 511,519 shares of SCHD stock, worth $14.6 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

511,519

Previous 481,262 6.29%

Holding current value

$14.6 Million

Previous $37.4 Million 15.54%

% of portfolio

3.67%

Previous 3.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$77.02 - $85.06 $2.33 Million - $2.57 Million	30,257 Added 6.29%	511,519 $43.2 Million
Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $1.13 Million - $1.19 Million	14,907 Added 3.2%	481,262 $37.4 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $3.29 Million - $3.52 Million	43,688 Added 10.34%	466,355 $37.6 Million
Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $5.07 Million - $5.78 Million	75,755 Added 21.84%	422,667 $32.2 Million
Q3 2023 Oct 30, 2023	BUY	$70.63 - $75.66 $1.4 Million - $1.5 Million	19,867 Added 6.07%	346,912 $24.5 Million
Q2 2023 Jul 20, 2023	BUY	$69.18 - $73.94 $22.6 Million - $24.2 Million	327,045 New	327,045 $23.8 Million

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

Ticker SCHD
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True Link Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History