Dakota Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dakota Wealth Management holds 815,641 shares of SCHD stock, worth $22.5 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
815,641
Previous 278,596 192.77%
Holding current value
$22.5 Million
Previous $23.5 Million 5.38%
% of portfolio
0.53%
Previous 0.54%

Shares

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

Jan 17, 2025
BUY
$26.93 - $84.95 $14.5 Million - $45.6 Million
537,045 Added 192.77%
815,641 $22.3 Million
Q3 2024

Oct 23, 2024
SELL
$77.02 - $85.06 $1.01 Million - $1.12 Million
-13,162 Reduced 4.51%
278,596 $23.5 Million
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $165,796 - $175,288
-2,187 Reduced 0.74%
291,758 $22.7 Million
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $6.23 Million - $6.68 Million
82,844 Added 39.24%
293,945 $23.7 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $545,569 - $622,389
8,155 Added 4.02%
211,101 $16.1 Million
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $9.73 Million - $10.4 Million
137,728 Added 211.18%
202,946 $14.4 Million
Q2 2023

Jul 31, 2023
BUY
$69.18 - $73.94 $669,731 - $715,813
9,681 Added 17.43%
65,218 $4.74 Million
Q1 2023

Apr 14, 2023
BUY
$70.28 - $78.03 $379,301 - $421,127
5,397 Added 10.76%
55,537 $4.06 Million
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $497,588 - $585,755
7,409 Added 17.34%
50,140 $3.79 Million
Q3 2022

Nov 10, 2022
BUY
$66.43 - $77.87 $2.84 Million - $3.33 Million
42,731 New
42,731 $2.84 Million
Q2 2022

Aug 05, 2022
SELL
$70.31 - $80.24 $197,500 - $225,394
-2,809 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$75.14 - $81.94 $211,068 - $230,169
2,809 New
2,809 $222,000

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
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
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