A detailed history of Bcgm Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 32,912 shares of SCHD stock, worth $927,131. This represents 0.94% of its overall portfolio holdings.

Number of Shares
32,912
Previous 36,651 10.2%
Holding current value
$927,131
Previous $2.96 Million 13.4%
% of portfolio
0.94%
Previous 1.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$75.81 - $80.15 $283,453 - $299,680
-3,739 Reduced 10.2%
32,912 $2.56 Million
Q1 2024

May 07, 2024

SELL
$75.25 - $80.63 $8.4 Million - $9 Million
-111,603 Reduced 75.28%
36,651 $2.96 Million
Q4 2023

Feb 08, 2024

SELL
$66.9 - $76.32 $2.32 Million - $2.64 Million
-34,631 Reduced 18.94%
148,254 $11.3 Million
Q3 2023

Nov 08, 2023

SELL
$70.63 - $75.66 $181,448 - $194,370
-2,569 Reduced 1.39%
182,885 $12.9 Million
Q2 2023

Aug 07, 2023

BUY
$69.18 - $73.94 $1.39 Million - $1.49 Million
20,097 Added 12.15%
185,454 $13.5 Million
Q1 2023

May 02, 2023

SELL
$70.28 - $78.03 $712,850 - $791,458
-10,143 Reduced 5.78%
165,357 $12.1 Million
Q4 2022

Feb 07, 2023

BUY
$67.16 - $79.06 $149,901 - $176,461
2,232 Added 1.29%
175,500 $13.3 Million
Q3 2022

Nov 03, 2022

BUY
$66.43 - $77.87 $244,661 - $286,795
3,683 Added 2.17%
173,268 $12.6 Million
Q2 2022

Aug 01, 2022

BUY
$70.31 - $80.24 $1.59 Million - $1.82 Million
22,636 Added 15.4%
169,585 $12.6 Million
Q1 2022

May 02, 2022

BUY
$75.14 - $81.94 $5.38 Million - $5.87 Million
71,643 Added 95.14%
146,949 $0
Q4 2021

Feb 01, 2022

BUY
$74.93 - $80.86 $335,761 - $362,333
4,481 Added 6.33%
75,306 $6.09 Million
Q3 2021

Nov 01, 2021

BUY
$74.23 - $78.13 $122,479 - $128,914
1,650 Added 2.39%
70,825 $5.49 Million
Q2 2021

Aug 02, 2021

BUY
$73.32 - $77.65 $450,038 - $476,615
6,138 Added 9.74%
69,175 $5.27 Million
Q1 2021

Apr 21, 2021

BUY
$63.23 - $73.67 $3.99 Million - $4.64 Million
63,037 New
63,037 $4.69 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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