Bernardo Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 13,048 shares of SCHD stock, worth $358,037. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,048
Previous 3,956 229.83%
Holding current value
$358,037
Previous $307,000 22.48%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 18, 2024
BUY
$77.02 - $85.06 $700,265 - $773,365
9,092 Added 229.83%
13,048 $376,000
Q2 2024

Jul 10, 2024
BUY
$75.81 - $80.15 $102,267 - $108,122
1,349 Added 51.75%
3,956 $307,000
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $196,176 - $210,202
2,607 New
2,607 $210,000
Q1 2021

Apr 23, 2021
SELL
$63.23 - $73.67 $517,221 - $602,620
-8,180 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$54.8 - $65.16 $448,264 - $533,008
8,180 New
8,180 $524,000

Others Institutions Holding SCHD

# of Institutions
1,763
Shares Held
277M
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 Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email