Destination Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024

A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Destination Wealth Management holds 20,905 shares of SCHD stock, worth $589,730. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,905
Previous 4,851 330.94%
Holding current value
$589,730
Previous $410,000 39.27%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 06, 2025
BUY
$26.93 - $84.95 $432,334 - $1.36 Million
16,054 Added 330.94%
20,905 $571,000
Q3 2024

Nov 25, 2024
BUY
$77.02 - $85.06 $373,624 - $412,626
4,851 New
4,851 $410,000
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $52,298 - $56,037
-695 Reduced 20.57%
2,684 $216,000
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $40,742 - $46,478
-609 Reduced 15.27%
3,379 $257,000
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $56,998 - $61,057
807 Added 25.37%
3,988 $282,000
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $75,267 - $80,446
-1,088 Reduced 25.49%
3,181 $231,000
Q1 2023

May 05, 2023
SELL
$70.28 - $78.03 $107,950 - $119,854
-1,536 Reduced 26.46%
4,269 $312,000
Q4 2022

Feb 10, 2023
BUY
$67.16 - $79.06 $96,710 - $113,846
1,440 Added 32.99%
5,805 $438,000
Q3 2022

Nov 10, 2022
SELL
$66.43 - $77.87 $44,840 - $52,562
-675 Reduced 13.39%
4,365 $290,000
Q2 2022

Jul 29, 2022
BUY
$70.31 - $80.24 $105,465 - $120,359
1,500 Added 42.37%
5,040 $361,000
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $265,995 - $290,067
3,540 New
3,540 $279,000
Q3 2021

Oct 25, 2021
SELL
$74.23 - $78.13 $208,734 - $219,701
-2,812 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$73.32 - $77.65 $206,175 - $218,351
2,812 New
2,812 $213,000
Q1 2021

May 05, 2021
SELL
$63.23 - $73.67 $391,520 - $456,164
-6,192 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$54.8 - $65.16 $339,321 - $403,470
6,192 New
6,192 $397,000
Q3 2019

Nov 13, 2019
SELL
$54.39 - $55.76 $71,196 - $72,989
-1,309 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
N/A
570 Added 77.13%
1,309 $69,000
Q1 2019

May 01, 2019
SELL
N/A
-1,919 Reduced 72.2%
739 $39,000
Q4 2018

Feb 05, 2019
SELL
N/A
-551 Reduced 17.17%
2,658 $125,000
Q3 2018

Nov 07, 2018
BUY
N/A
2,287 Added 248.05%
3,209 $170,000
Q2 2018

Jul 31, 2018
SELL
N/A
-78 Reduced 7.8%
922 $45,000
Q1 2018

Apr 05, 2018
BUY
N/A
1,000 New
1,000 $77,000

Others Institutions Holding SCHD

# of Institutions
1,934
Shares Held
822M
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 Destination Wealth Management Portfolio

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

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email