Blue Barn Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Barn Wealth, LLC

  • $189 Million
  • Q4 2024

A detailed history of Blue Barn Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Barn Wealth, LLC holds 449,105 shares of SCHD stock, worth $11.4 Million. This represents 6.51% of its overall portfolio holdings.

Number of Shares
449,105
Previous 143,841 212.22%
Holding current value
$11.4 Million
Previous $12.2 Million 0.91%
% of portfolio
6.51%
Previous 6.54%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $8.22 Million - $25.9 Million
305,264 Added 212.22%
449,105 $12.3 Million
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $531,283 - $586,743
6,898 Added 5.04%
143,841 $12.2 Million
Q2 2024

Aug 05, 2024
BUY
$75.81 - $80.15 $305,665 - $323,164
4,032 Added 3.03%
136,943 $10.6 Million
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $152,682 - $163,598
2,029 Added 1.55%
132,911 $10.7 Million
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $465,690 - $531,263
6,961 Added 5.62%
130,882 $9.96 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $389,524 - $417,264
5,515 Added 4.66%
123,921 $8.77 Million
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $181,597 - $194,092
2,625 Added 2.27%
118,406 $8.6 Million
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $514,730 - $571,491
7,324 Added 6.75%
115,781 $8.47 Million
Q4 2022

Feb 09, 2023
SELL
$67.16 - $79.06 $29,013 - $34,153
-432 Reduced 0.4%
108,457 $8.19 Million
Q3 2022

Oct 26, 2022
BUY
$66.43 - $77.87 $297,473 - $348,701
4,478 Added 4.29%
108,889 $7.23 Million
Q2 2022

Jul 29, 2022
BUY
$70.31 - $80.24 $339,667 - $387,639
4,831 Added 4.85%
104,411 $7.48 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $757,260 - $825,791
10,078 Added 11.26%
99,580 $7.86 Million
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $895,338 - $966,196
11,949 Added 15.41%
89,502 $7.24 Million
Q3 2021

Feb 15, 2022
BUY
$74.23 - $78.13 $74,823 - $78,755
1,008 Added 1.32%
77,553 $5.76 Million
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $569,418 - $599,335
7,671 Added 11.14%
76,545 $5.68 Million
Q2 2021

Aug 23, 2021
BUY
$73.32 - $77.65 $5.05 Million - $5.35 Million
68,874 New
68,874 $5.21 Million

Others Institutions Holding SCHD

# of Institutions
1,958
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
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 Blue Barn Wealth, LLC Portfolio

Follow Blue Barn Wealth, 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 Blue Barn Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Barn Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email