49 Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024

A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 49 Wealth Management, LLC holds 7,494 shares of SCHD stock, worth $205,860. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,494
Previous 7,547 0.7%
Holding current value
$205,860
Previous $584 Million 8.42%
% of portfolio
0.1%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $4,082 - $4,508
-53 Reduced 0.7%
7,494 $633 Million
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $46,926 - $49,612
619 Added 8.93%
7,547 $584 Million
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $107,005 - $114,655
1,422 Added 25.83%
6,928 $555 Million
Q4 2023

May 07, 2024
BUY
$66.9 - $76.32 $368,351 - $420,217
5,506 New
5,506 $419 Million

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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