Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Long View Wealth Management

$328 Billion
Q4 2024

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Long View Wealth Management holds 767,433 shares of SCHD stock, worth $21.5 Million. This represents 6.39% of its overall portfolio holdings.

Number of Shares

767,433

Previous 219,287 249.97%

Holding current value

$21.5 Million

Previous $18.5 Billion 13.11%

% of portfolio

6.39%

Previous 5.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $14.8 Million - $46.6 Million	548,146 Added 249.97%	767,433 $21 Billion
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $1.08 Million - $1.19 Million	13,959 Added 6.8%	219,287 $18.5 Billion
Q2 2024 Jul 22, 2024	BUY	$75.81 - $80.15 $1.65 Million - $1.75 Million	21,796 Added 11.88%	205,328 $16 Billion
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $603,881 - $647,055	8,025 Added 4.57%	183,532 $14.8 Billion
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $11.7 Million - $13.4 Million	175,507 New	175,507 $13.4 Billion

Others Institutions Holding SCHD

# of Institutions

1,813

Shares Held

410M

Call Options Held

1.92M

Put Options Held

1.16M

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 Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Account

Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History