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

Angeles Wealth Management, LLC

$1.21 Billion
Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 10,500 shares of SCHD stock, worth $294,525. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,500

Previous 30 34900.0%

Holding current value

$294,525

Previous $2,000 14200.0%

% of portfolio

0.02%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $281,957 - $889,426	10,470 Added 34900.0%	10,500 $286,000
Q2 2024 Aug 07, 2024	SELL	$75.81 - $80.15 $24,638 - $26,048	-325 Reduced 91.55%	30 $2,000
Q1 2024 May 08, 2024	SELL	$75.25 - $80.63 $150 - $161	-2 Reduced 0.56%	355 $28,000
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $106,237 - $121,196	-1,588 Reduced 81.65%	357 $27,000
Q3 2023 Oct 27, 2023	SELL	$70.63 - $75.66 $345,380 - $369,977	-4,890 Reduced 71.54%	1,945 $137,000
Q2 2023 Aug 10, 2023	BUY	$69.18 - $73.94 $2,075 - $2,218	30 Added 0.44%	6,835 $496,000
Q1 2023 May 11, 2023	SELL	$70.28 - $78.03 $68,171 - $75,689	-970 Reduced 12.48%	6,805 $497,000
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $86,972 - $102,382	1,295 Added 19.98%	7,775 $587,000
Q3 2022 Nov 03, 2022	BUY	$66.43 - $77.87 $4,251 - $4,983	64 Added 1.0%	6,480 $430,000
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $451,108 - $514,819	6,416 New	6,416 $460,000

Others Institutions Holding SCHD

# of Institutions

1,940

Shares Held

824M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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