Youngs Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Youngs Advisory Group, Inc.

  • $240 Million
  • Q1 2025

A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 27,149 shares of SCHD stock, worth $710,489. This represents 0.32% of its overall portfolio holdings.

Number of Shares
27,149
Previous 19,995 35.78%
Holding current value
$710,489
Previous $546,000 39.01%
% of portfolio
0.32%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $193,229 - $204,175
7,154 Added 35.78%
27,149 $759,000
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $354,237 - $1.12 Million
13,154 Added 192.28%
19,995 $546,000
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $50,792 - $53,700
670 Added 10.86%
6,841 $531,000
Q1 2024

May 03, 2024
SELL
$75.25 - $80.63 $7,525 - $8,063
-100 Reduced 1.59%
6,171 $497,000
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $419,529 - $478,602
6,271 New
6,271 $477,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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