Silvia Mccoll Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Silvia Mccoll Wealth Management, LLC

$134 Billion
Q3 2024

A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 232,010 shares of SCHD stock, worth $6.37 Million. This represents 14.68% of its overall portfolio holdings.

Number of Shares

232,010

Previous 208,604 11.22%

Holding current value

$6.37 Million

Previous $16.2 Billion 20.9%

% of portfolio

14.68%

Previous 13.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	BUY	$77.02 - $85.06 $1.8 Million - $1.99 Million	23,406 Added 11.22%	232,010 $19.6 Billion
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $166,402 - $175,929	2,195 Added 1.06%	208,604 $16.2 Billion
Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $407,779 - $436,933	-5,419 Reduced 2.56%	206,409 $16.1 Billion
Q4 2023 Jan 09, 2024	BUY	$66.9 - $76.32 $481,746 - $549,580	7,201 Added 3.52%	211,828 $16.1 Billion
Q3 2023 Oct 17, 2023	BUY	$70.63 - $75.66 $577,824 - $618,974	8,181 Added 4.16%	204,627 $14.5 Billion
Q2 2023 Sep 05, 2023	BUY	$69.18 - $73.94 $718,365 - $767,792	10,384 Added 5.58%	196,446 $14.3 Billion
Q1 2023 Sep 05, 2023	BUY	$70.28 - $78.03 $978,227 - $1.09 Million	13,919 Added 8.09%	186,062 $13.6 Billion
Q4 2022 Sep 05, 2023	BUY	$67.16 - $79.06 $11.6 Million - $13.6 Million	172,143 New	172,143 $13 Billion

Others Institutions Holding SCHD

# of Institutions

1,761

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Silvia Mccoll Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History