Wealth Alliance Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Alliance Advisory Group, LLC

  • $456 Million
  • Q2 2025

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 8,364 shares of SCHD stock, worth $227,333. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,364
Previous 18,919 55.79%
Holding current value
$227,333
Previous $521,000 57.58%
% of portfolio
0.05%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$24.32 - $27.87 $256,697 - $294,167
-10,555 Reduced 55.79%
8,364 $221,000
Q4 2024

Jan 15, 2025
BUY
$26.93 - $84.95 $429,425 - $1.35 Million
15,946 Added 536.36%
18,919 $516,000
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $231 - $255
3 Added 0.1%
2,973 $251,000
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $6,690 - $7,631
100 Added 3.48%
2,970 $226,000
Q4 2022

Jan 17, 2023
BUY
$67.16 - $79.06 $192,749 - $226,902
2,870 New
2,870 $0
Q1 2022

Apr 18, 2022
BUY
$75.14 - $81.94 $215,651 - $235,167
2,870 New
2,870 $226,000

Others Institutions Holding SCHD

# of Institutions
2,012
Shares Held
889M
Call Options Held
4.51M
Put Options Held
2.75M
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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