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

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 5,472 shares of SCHD stock, worth $154,146. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,472
Previous 8,167 33.0%
Holding current value
$154,146
Previous $658,000 35.41%
% of portfolio
0.24%
Previous 0.35%

Shares

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

Aug 02, 2024
SELL
$75.81 - $80.15 $204,307 - $216,004
-2,695 Reduced 33.0%
5,472 $425,000
Q1 2024

Apr 29, 2024
SELL
$75.25 - $80.63 $3,687 - $3,950
-49 Reduced 0.6%
8,167 $658,000
Q4 2023

Feb 05, 2024
SELL
$66.9 - $76.32 $16,791 - $19,156
-251 Reduced 2.96%
8,216 $625,000
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $266,981 - $285,994
-3,780 Reduced 30.86%
8,467 $599,000
Q2 2023

Jul 20, 2023
BUY
$69.18 - $73.94 $191,075 - $204,222
2,762 Added 29.12%
12,247 $889,000
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $666,605 - $740,114
9,485 New
9,485 $693,000

Others Institutions Holding SCHD

# of Institutions
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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