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

True Link Financial Advisors, LLC

  • $1.04 Billion
  • Q1 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 466,355 shares of SCHD stock, worth $36 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares
466,355
Previous 422,667 10.34%
Holding current value
$36 Million
Previous $32.2 Million 16.86%
% of portfolio
3.61%
Previous 3.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,642
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
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