Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Mc Glone Suttner Wealth Management, Inc.

$599 Billion
Q4 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 39,998 shares of SCHD stock, worth $1.09 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

39,998

Previous 14,909 168.28%

Holding current value

$1.09 Million

Previous $1.26 Billion 13.29%

% of portfolio

0.18%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $675,646 - $2.13 Million	25,089 Added 168.28%	39,998 $1.09 Billion
Q3 2024 Oct 10, 2024	SELL	$77.02 - $85.06 $53,066 - $58,606	-689 Reduced 4.42%	14,909 $1.26 Billion
Q2 2024 Jul 18, 2024	BUY	$75.81 - $80.15 $76,871 - $81,272	1,014 Added 6.95%	15,598 $1.19 Billion
Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $76,303 - $81,758	-1,014 Reduced 6.5%	14,584 $1.18 Billion
Q4 2023 Jan 18, 2024	SELL	$66.9 - $76.32 $61,280 - $69,909	-916 Reduced 5.55%	15,598 $1.19 Billion
Q3 2023 Oct 19, 2023	BUY	$70.63 - $75.66 $6,497 - $6,960	92 Added 0.56%	16,514 $1.17 Billion
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $1,937 - $2,070	28 Added 0.17%	16,422 $1.19 Billion
Q1 2023 Apr 20, 2023	SELL	$70.28 - $78.03 $34,296 - $38,078	-488 Reduced 2.89%	16,394 $1.2 Billion
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $1.13 Million - $1.33 Million	16,882 New	16,882 $1.28 Billion

Others Institutions Holding SCHD

# of Institutions

1,947

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Account

Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History