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

White Knight Strategic Wealth Advisors, LLC

  • $93.1 Million
  • Q1 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 27,655 shares of SCHD stock, worth $2.15 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
27,655
Previous 26,787 3.24%
Holding current value
$2.15 Million
Previous $2.04 Million 9.32%
% of portfolio
2.39%
Previous 2.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $276,973 - $299,637
3,790 Added 25.45%
18,684 $1.41 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,535 Added 11.49%
14,894 $989,000
Q2 2022

Aug 15, 2022
BUY
N/A
5,001 Added 59.83%
13,359 $957,000
Q1 2022

Apr 22, 2022
BUY
N/A
8,358 New
8,358 $659,000

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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