Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 23,953 shares of SCHD stock, worth $671,402. This represents 0.19% of its overall portfolio holdings.

Number of Shares
23,953
Previous 4,848 394.08%
Holding current value
$671,402
Previous $410 Million 59.69%
% of portfolio
0.19%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $514,497 - $1.62 Million
19,105 Added 394.08%
23,953 $654 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $373,392 - $412,370
4,848 New
4,848 $410 Million

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
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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