9258 Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 10,298 shares of SCHD stock, worth $282,577. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,298
Previous 9,122 12.89%
Holding current value
$282,577
Previous $709,000 22.71%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $90,575 - $100,030
1,176 Added 12.89%
10,298 $870,000
Q2 2024

Aug 02, 2024
BUY
$75.81 - $80.15 $54,204 - $57,307
715 Added 8.5%
9,122 $709,000
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $632,626 - $677,856
8,407 New
8,407 $677,000
Q1 2022

May 13, 2022
SELL
$75.14 - $81.94 $73,562 - $80,219
-979 Reduced 25.06%
2,928 $231,000
Q4 2021

Feb 11, 2022
BUY
$74.93 - $80.86 $292,751 - $315,920
3,907 New
3,907 $316,000

Others Institutions Holding SCHD

# of Institutions
1,762
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
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email