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

United Advisor Group, LLC

  • $422 Million
  • Q3 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 17,169 shares of SCHD stock, worth $477,126. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,169
Previous 12,977 32.3%
Holding current value
$477,126
Previous $1.01 Million 43.81%
% of portfolio
0.34%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,919
Shares Held
789M
Call Options Held
4.7M
Put Options Held
2.08M
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 United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email