Windsor Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Windsor Advisory Group, LLC

  • $88.6 Billion
  • Q3 2024

A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 1,584 shares of SCHD stock, worth $45,349. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,584
Previous 189 738.1%
Holding current value
$45,349
Previous $14.7 Million 811.04%
% of portfolio
0.15%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $107,442 - $118,658
1,395 Added 738.1%
1,584 $134 Million
Q4 2022

Jun 13, 2023
BUY
$67.16 - $79.06 $12,693 - $14,942
189 New
189 $14.3 Million

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
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