Castle Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Castle Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Castle Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,888 shares of SCHD stock, worth $134,273. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,888
Previous 4,888 -0.0%
Holding current value
$134,273
Previous $380,000 8.68%
% of portfolio
0.22%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023
SELL
$69.18 - $73.94 $19,024 - $20,333
-275 Reduced 5.33%
4,888 $354,000
Q1 2023

May 04, 2023
SELL
$70.28 - $78.03 $69,014 - $76,625
-982 Reduced 15.98%
5,163 $377,000
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $124,850 - $146,972
1,859 Added 43.37%
6,145 $464,000
Q3 2022

Nov 07, 2022
SELL
$66.43 - $77.87 $7,440 - $8,721
-112 Reduced 2.55%
4,286 $285,000
Q2 2022

Aug 01, 2022
BUY
$70.31 - $80.24 $309,223 - $352,895
4,398 New
4,398 $315,000

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
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 Castle Wealth Management LLC Portfolio

Follow Castle Wealth Management 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 Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email