White Knight Strategic Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

White Knight Strategic Wealth Advisors, LLC

  • $106 Million
  • Q3 2024

A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 28,504 shares of SCHD stock, worth $816,069. This represents 2.27% of its overall portfolio holdings.

Number of Shares
28,504
Previous 28,459 0.16%
Holding current value
$816,069
Previous $2.21 Million 8.91%
% of portfolio
2.27%
Previous 2.28%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $3,465 - $3,827
45 Added 0.16%
28,504 $2.41 Million
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $60,951 - $64,440
804 Added 2.91%
28,459 $2.21 Million
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $65,317 - $69,986
868 Added 3.24%
27,655 $2.23 Million
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $408,625 - $466,162
6,108 Added 29.54%
26,787 $2.04 Million
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $81,577 - $87,387
1,155 Added 5.92%
20,679 $1.46 Million
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $173,987 - $185,959
2,515 Added 14.79%
19,524 $1.42 Million
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $117,719 - $130,700
-1,675 Reduced 8.96%
17,009 $1.24 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $254,536 - $299,637
3,790 Added 25.45%
18,684 $1.41 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $101,970 - $119,530
1,535 Added 11.49%
14,894 $989,000
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $351,620 - $401,280
5,001 Added 59.83%
13,359 $957,000
Q1 2022

Apr 22, 2022
BUY
$75.14 - $81.94 $628,020 - $684,854
8,358 New
8,358 $659,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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
  • Industry ETFs
More about SCHD
Track This Portfolio

Track White Knight Strategic Wealth Advisors, LLC Portfolio

Follow White Knight Strategic Wealth Advisors, 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 White Knight Strategic Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on White Knight Strategic Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email