Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Perissos Private Wealth Management, LLC

  • $134 Billion
  • Q4 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 24,830 shares of SCHD stock, worth $698,964. This represents 0.51% of its overall portfolio holdings.

Number of Shares
24,830
Previous 8,039 208.87%
Holding current value
$698,964
Previous $680 Million 0.18%
% of portfolio
0.51%
Previous 0.55%

Shares

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

Jan 29, 2025
BUY
$26.93 - $84.95 $452,181 - $1.43 Million
16,791 Added 208.87%
24,830 $678 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $23,722 - $26,198
308 Added 3.98%
8,039 $680 Million
Q2 2024

Aug 09, 2024
SELL
$75.81 - $80.15 $187,478 - $198,210
-2,473 Reduced 24.24%
7,731 $601 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $767,851 - $822,748
10,204 New
10,204 $823 Million

Others Institutions Holding SCHD

# of Institutions
1,937
Shares Held
822M
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
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email