United Capital Financial Advisers, LLC Schwab Strategic Tr Us Dividen Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 115,842 shares of SCHD stock, worth $3.27 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
115,842
Previous 121,969 5.02%
Holding current value
$3.27 Million
Previous $9.48 Million 3.25%
% of portfolio
0.05%
Previous 0.08%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $471,901 - $521,162
-6,127 Reduced 5.02%
115,842 $9.79 Million
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $1.34 Million - $1.42 Million
-17,726 Reduced 12.69%
121,969 $9.48 Million
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $2.03 Million - $2.17 Million
-26,923 Reduced 16.16%
139,695 $11.3 Million
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $11.3 Million - $12.9 Million
-169,560 Reduced 50.44%
166,618 $12.7 Million
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $741,615 - $794,430
-10,500 Reduced 3.03%
336,178 $23.8 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $1.09 Million - $1.17 Million
15,795 Added 4.77%
346,678 $25.2 Million
Q1 2023

Aug 14, 2023
SELL
$70.28 - $78.03 $1.39 Million - $1.54 Million
-19,790 Reduced 5.71%
326,888 $23.9 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $7.59 Million - $8.42 Million
107,927 Added 48.41%
330,883 $24.2 Million
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $898,063 - $1.06 Million
-13,372 Reduced 5.66%
222,956 $16.8 Million
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $1.16 Million - $1.36 Million
-17,492 Reduced 6.89%
236,328 $15.7 Million
Q2 2022

Aug 11, 2022
BUY
$70.31 - $80.24 $204,602 - $233,498
2,910 Added 1.16%
253,820 $18.2 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $175,602 - $191,493
2,337 Added 0.94%
250,910 $19.8 Million
Q4 2021

Feb 14, 2022
SELL
$74.93 - $80.86 $61,517 - $66,386
-821 Reduced 0.33%
248,573 $20.1 Million
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $642,683 - $676,449
8,658 Added 3.6%
249,394 $18.5 Million
Q2 2021

Aug 13, 2021
SELL
$73.32 - $77.65 $501,802 - $531,436
-6,844 Reduced 2.76%
240,736 $18.2 Million
Q1 2021

May 14, 2021
SELL
$63.23 - $73.67 $194,052 - $226,093
-3,069 Reduced 1.22%
247,580 $18.1 Million
Q4 2020

Feb 17, 2021
SELL
$54.8 - $65.16 $898,281 - $1.07 Million
-16,392 Reduced 6.14%
250,649 $16.1 Million
Q3 2020

Nov 13, 2020
BUY
$50.37 - $58.54 $3.67 Million - $4.27 Million
72,902 Added 37.55%
267,041 $14.8 Million
Q2 2020

Aug 13, 2020
BUY
$43.56 - $56.5 $3.14 Million - $4.07 Million
72,052 Added 59.02%
194,139 $10 Million
Q1 2020

May 15, 2020
SELL
$39.5 - $59.28 $404,243 - $606,671
-10,234 Reduced 7.73%
122,087 $5.49 Million
Q4 2019

Feb 14, 2020
SELL
$52.87 - $58.15 $119,750 - $131,709
-2,265 Reduced 1.68%
132,321 $7.66 Million
Q3 2019

Nov 14, 2019
BUY
$54.39 - $55.76 $699,781 - $717,408
12,866 Added 10.57%
134,586 $7.37 Million
Q2 2019

Aug 13, 2019
BUY
N/A
17,980 Added 17.33%
121,720 $6.46 Million
Q1 2019

May 14, 2019
SELL
N/A
-7,345 Reduced 6.61%
103,740 $5.42 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-48,610 Reduced 30.44%
111,085 $5.22 Million
Q3 2018

Nov 14, 2018
BUY
N/A
57,436 Added 56.17%
159,695 $8.46 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-6,938 Reduced 6.35%
102,259 $5.04 Million
Q1 2018

May 15, 2018
SELL
N/A
-15,062 Reduced 12.12%
109,197 $5.35 Million
Q4 2017

Feb 13, 2018
BUY
N/A
5,742 Added 4.84%
124,259 $6.37 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-2,669 Reduced 2.2%
118,517 $5.55 Million
Q2 2017

Aug 14, 2017
BUY
N/A
121,186
121,186 $5.47 Million

Others Institutions Holding SCHD

# of Institutions
1,786
Shares Held
340M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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