United Advisor Group, LLC Schwab Strategic Tr Us Dividen Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, United Advisor Group, LLC holds 57,948 shares of SCHD stock, worth $1.6 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
57,948
Previous 17,169 237.52%
Holding current value
$1.6 Million
Previous $1.45 Million 9.1%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Feb 24, 2025
BUY
$26.93 - $84.95 $1.1 Million - $3.46 Million
40,779 Added 237.52%
57,948 $1.58 Million
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $322,867 - $356,571
4,192 Added 32.3%
17,169 $1.45 Million
Q2 2024

Aug 08, 2024
BUY
$75.81 - $80.15 $983,786 - $1.04 Million
12,977 New
12,977 $1.01 Million

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
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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