Altus Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Altus Wealth Group LLC holds 13,756 shares of SCHD stock, worth $386,406. This represents 0.51% of its overall portfolio holdings.

Number of Shares

13,756

Previous 13,192 4.28%

Holding current value

$386,406

Previous $1.03 Million 13.37%

% of portfolio

0.51%

Previous 0.52%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$77.02 - $85.06 $43,439 - $47,973	564 Added 4.28%	13,756 $1.16 Million
Q2 2024 Aug 05, 2024	BUY	$75.81 - $80.15 $120,916 - $127,839	1,595 Added 13.75%	13,192 $1.03 Million
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $33,937 - $36,364	451 Added 4.05%	11,597 $935,000
Q4 2023 Jan 29, 2024	SELL	$66.9 - $76.32 $56,129 - $64,032	-839 Reduced 7.0%	11,146 $848,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $13,349 - $14,299	189 Added 1.6%	11,985 $848,000
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $63,576 - $67,950	919 Added 8.45%	11,796 $856,000
Q4 2022 Jan 18, 2023	BUY	$67.16 - $79.06 $730,499 - $859,935	10,877 New	10,877 $0
Q2 2022 Aug 10, 2022	SELL	$70.31 - $80.24 $225,062 - $256,848	-3,201 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$75.14 - $81.94 $240,523 - $262,289	3,201 New	3,201 $253,000
Q2 2021 Aug 12, 2021	SELL	$73.32 - $77.65 $22,435 - $23,760	-306 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $16,768 - $19,938	306 New	306 $20,000

Others Institutions Holding SCHD

# of Institutions

1,794

Shares Held

371M

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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Altus Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History