Midland Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Midland Wealth Advisors LLC

  • $1.66 Trillion
  • Q4 2024

A detailed history of Midland Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 18,736 shares of SCHD stock, worth $516,364. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,736
Previous 6,281 198.3%
Holding current value
$516,364
Previous $531 Million 3.59%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 07, 2025
BUY
$26.93 - $84.95 $335,413 - $1.06 Million
12,455 Added 198.3%
18,736 $512 Million
Q3 2024

Oct 23, 2024
SELL
$77.02 - $85.06 $104,593 - $115,511
-1,358 Reduced 17.78%
6,281 $531 Million
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $121,902 - $128,881
1,608 Added 26.66%
7,639 $594 Million
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $453,832 - $486,279
6,031 New
6,031 $486 Million

Others Institutions Holding SCHD

# of Institutions
1,873
Shares Held
561M
Call Options Held
3.32M
Put Options Held
1.16M
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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