A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wbh Advisory Inc holds 44,560 shares of SCHD stock, worth $1.22 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
44,560
Previous 42,281 5.39%
Holding current value
$1.22 Million
Previous $3.29 Million 14.57%
% of portfolio
0.36%
Previous 0.34%

Shares

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

Oct 15, 2024

BUY
$77.02 - $85.06 $175,528 - $193,851
2,279 Added 5.39%
44,560 $3.77 Million
Q2 2024

Jul 11, 2024

BUY
$75.81 - $80.15 $343,570 - $363,239
4,532 Added 12.01%
42,281 $3.29 Million
Q1 2024

Apr 16, 2024

BUY
$75.25 - $80.63 $254,721 - $272,932
3,385 Added 9.85%
37,749 $3.04 Million
Q4 2023

Jan 09, 2024

SELL
$66.9 - $76.32 $25,154 - $28,696
-376 Reduced 1.08%
34,364 $2.62 Million
Q3 2023

Oct 10, 2023

BUY
$70.63 - $75.66 $93,302 - $99,946
1,321 Added 3.95%
34,740 $2.46 Million
Q2 2023

Jul 12, 2023

SELL
$69.18 - $73.94 $244,482 - $261,303
-3,534 Reduced 9.56%
33,419 $2.43 Million
Q1 2023

Apr 20, 2023

BUY
$70.28 - $78.03 $122,006 - $135,460
1,736 Added 4.93%
36,953 $2.7 Million
Q3 2022

Oct 18, 2022

BUY
$66.43 - $77.87 $33,414 - $39,168
503 Added 1.45%
35,217 $2.34 Million
Q2 2022

Jul 12, 2022

BUY
$70.31 - $80.24 $91,473 - $104,392
1,301 Added 3.89%
34,714 $2.5 Million
Q1 2022

Apr 29, 2022

BUY
$75.14 - $81.94 $38,847 - $42,362
517 Added 1.57%
33,413 $0
Q4 2021

Jan 28, 2022

BUY
$74.93 - $80.86 $44,958 - $48,516
600 Added 1.86%
32,896 $2.66 Million
Q3 2021

Oct 25, 2021

BUY
$74.23 - $78.13 $36,446 - $38,361
491 Added 1.54%
32,296 $2.4 Million
Q2 2021

Jul 27, 2021

BUY
$73.32 - $77.65 $46,044 - $48,764
628 Added 2.01%
31,805 $2.42 Million
Q1 2021

Apr 19, 2021

BUY
$63.23 - $73.67 $26,556 - $30,941
420 Added 1.37%
31,177 $2.27 Million
Q4 2020

Jan 21, 2021

BUY
$54.8 - $65.16 $57,649 - $68,548
1,052 Added 3.54%
30,757 $2.04 Million
Q3 2020

Oct 27, 2020

BUY
$50.37 - $58.54 $111,619 - $129,724
2,216 Added 8.06%
29,705 $1.64 Million
Q2 2020

Aug 05, 2020

BUY
$43.56 - $56.5 $21,300 - $27,628
489 Added 1.81%
27,489 $1.42 Million
Q1 2020

May 07, 2020

SELL
$39.5 - $59.28 $13,983 - $20,985
-354 Reduced 1.29%
27,000 $1.21 Million
Q4 2019

Jan 27, 2020

BUY
$52.87 - $58.15 $87,076 - $95,773
1,647 Added 6.41%
27,354 $1.58 Million
Q3 2019

Oct 25, 2019

BUY
$54.39 - $55.76 $144,514 - $148,154
2,657 Added 11.53%
25,707 $1.41 Million
Q2 2019

Aug 02, 2019

BUY
N/A
3,329 Added 16.88%
23,050 $1.22 Million
Q1 2019

Apr 22, 2019

BUY
N/A
3,020 Added 18.08%
19,721 $1.03 Million
Q4 2018

Jan 29, 2019

BUY
N/A
7,639 Added 84.3%
16,701 $784,000
Q3 2018

Oct 29, 2018

BUY
N/A
941 Added 11.59%
9,062 $480,000
Q2 2018

Jul 31, 2018

BUY
N/A
300 Added 3.84%
8,121 $400,000
Q1 2018

Apr 30, 2018

BUY
N/A
346 Added 4.63%
7,821 $383,000
Q4 2017

Jan 31, 2018

BUY
N/A
120 Added 1.63%
7,475 $382,000
Q3 2017

Nov 29, 2017

BUY
N/A
7,355
7,355 $344,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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