A detailed history of Viawealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Viawealth, LLC holds 26,426 shares of SCHD stock, worth $744,420. This represents 1.27% of its overall portfolio holdings.

Number of Shares
26,426
Previous 26,339 0.33%
Holding current value
$744,420
Previous $2.12 Billion 3.24%
% of portfolio
1.27%
Previous 1.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$75.81 - $80.15 $6,595 - $6,973
87 Added 0.33%
26,426 $2.05 Billion
Q1 2024

May 10, 2024

BUY
$75.25 - $80.63 $103,393 - $110,785
1,374 Added 5.5%
26,339 $2.12 Billion
Q4 2023

Feb 12, 2024

BUY
$66.9 - $76.32 $177,485 - $202,476
2,653 Added 11.89%
24,965 $1.9 Billion
Q3 2023

Nov 13, 2023

BUY
$70.63 - $75.66 $1.03 Million - $1.11 Million
14,651 Added 191.24%
22,312 $1.58 Billion
Q2 2023

Aug 10, 2023

BUY
$69.18 - $73.94 $182,358 - $194,905
2,636 Added 52.46%
7,661 $556 Million
Q1 2023

May 12, 2023

BUY
$70.28 - $78.03 $1,194 - $1,326
17 Added 0.34%
5,025 $368 Million
Q4 2022

Feb 13, 2023

BUY
$67.16 - $79.06 $336,337 - $395,932
5,008 New
5,008 $386 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Viawealth, LLC Portfolio

Follow Viawealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Viawealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Viawealth, LLC with notifications on news.