National Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, National Wealth Management Group, LLC holds 11,524 shares of SCHD stock, worth $316,218. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,524

Previous 3,903 195.26%

Holding current value

$316,218

Previous $330 Million 4.58%

% of portfolio

0.21%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $205,233 - $647,403	7,621 Added 195.26%	11,524 $315 Million
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $11,630 - $12,844	151 Added 4.02%	3,903 $330 Million
Q2 2024 Aug 09, 2024	BUY	$75.81 - $80.15 $10,765 - $11,381	142 Added 3.93%	3,752 $292 Million
Q1 2024 May 17, 2024	BUY	$75.25 - $80.63 $15,125 - $16,206	201 Added 5.9%	3,610 $291 Million
Q4 2023 Feb 01, 2024	SELL	$66.9 - $76.32 $30,171 - $34,420	-451 Reduced 11.68%	3,409 $260 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $9,323 - $9,987	132 Added 3.54%	3,860 $273 Million
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $257,903 - $275,648	3,728 New	3,728 $277 Million
Q2 2022 Nov 17, 2023	BUY	$70.31 - $80.24 $282,997 - $322,966	4,025 New	4,025 $288 Million
Q1 2022 Nov 17, 2023	SELL	$75.14 - $81.94 $191,682 - $209,028	-2,551 Closed	0 $0
Q4 2021 Nov 17, 2023	SELL	$74.93 - $80.86 $98,083 - $105,845	-1,309 Reduced 33.91%	2,551 $206 Million

Others Institutions Holding SCHD

# of Institutions

1,946

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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National Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History