Sensible Money, LLC Schwab Strategic Tr Us Dividen Transaction History

Sensible Money, LLC

$228 Billion
Q4 2024

A detailed history of Sensible Money, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sensible Money, LLC holds 8,539 shares of SCHD stock, worth $233,029. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,539

Previous 2,846 200.04%

Holding current value

$233,029

Previous $241 Million 3.03%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $153,312 - $483,620	5,693 Added 200.04%	8,539 $233 Million
Q2 2024 Sep 18, 2024	SELL	$75.81 - $80.15 $35,100 - $37,109	-463 Reduced 13.99%	2,846 $221 Million
Q1 2024 Jun 25, 2024	BUY	$75.25 - $80.63 $150 - $161	2 Added 0.06%	3,309 $267 Million
Q4 2023 Jun 25, 2024	BUY	$66.9 - $76.32 $133 - $152	2 Added 0.06%	3,307 $252 Million
Q2 2023 Jun 25, 2024	SELL	$69.18 - $73.94 $158,491 - $169,396	-2,291 Reduced 40.94%	3,305 $240 Million
Q1 2023 Jun 25, 2024	SELL	$70.28 - $78.03 $913 - $1,014	-13 Reduced 0.23%	5,596 $409 Million
Q4 2022 Jun 25, 2024	BUY	$67.16 - $79.06 $376,700 - $443,447	5,609 New	5,609 $424 Million

Others Institutions Holding SCHD

# of Institutions

1,948

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 Sensible Money, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sensible Money, LLC with notifications on news.

Account

Sensible Money, LLC Schwab Strategic Tr Us Dividen Transaction History