Tru Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Tru Wealth Advisors, LLC

  • $1.59 Billion
  • Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 315,091 shares of SCHD stock, worth $8.99 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
315,091
Previous 106,372 196.22%
Holding current value
$8.99 Million
Previous $8.99 Million 4.26%
% of portfolio
0.54%
Previous 0.56%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$26.93 - $84.95 $5.62 Million - $17.7 Million
208,719 Added 196.22%
315,091 $8.61 Million
Q3 2024

Oct 16, 2024
SELL
$77.02 - $85.06 $96,120 - $106,154
-1,248 Reduced 1.16%
106,372 $8.99 Million
Q2 2024

Jul 16, 2024
SELL
$75.81 - $80.15 $21.3 Million - $22.5 Million
-280,882 Reduced 72.3%
107,620 $8.37 Million
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $559,709 - $599,725
7,438 Added 1.95%
388,502 $31.3 Million
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $1.96 Million - $2.24 Million
29,286 Added 8.33%
381,064 $29 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $373,279 - $399,863
5,285 Added 1.53%
351,778 $24.9 Million
Q2 2023

Aug 04, 2023
BUY
$69.18 - $73.94 $1.39 Million - $1.49 Million
20,130 Added 6.17%
346,493 $25.2 Million
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $17.3 Million - $19.3 Million
246,816 Added 310.28%
326,363 $23.9 Million
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $1.36 Million - $1.6 Million
20,179 Added 33.99%
79,547 $0
Q3 2022

Oct 24, 2022
BUY
$66.43 - $77.87 $1.19 Million - $1.39 Million
17,883 Added 43.11%
59,368 $3.94 Million
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $2.59 Million - $2.96 Million
36,890 Added 802.83%
41,485 $2.97 Million
Q1 2022

Apr 27, 2022
BUY
$75.14 - $81.94 $345,268 - $376,514
4,595 New
4,595 $362,000

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
Call Options Held
4.82M
Put Options Held
2.73M
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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