Disciplined Equity Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Disciplined Equity Management, Inc.

  • $153 Million
  • Q4 2024

A detailed history of Disciplined Equity Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 4,497 shares of SCHD stock, worth $125,151. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,497
Previous 1,499 200.0%
Holding current value
$125,151
Previous $126,000 3.17%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 21, 2025
BUY
$26.93 - $84.95 $80,736 - $254,680
2,998 Added 200.0%
4,497 $122,000
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $113,639 - $120,144
1,499 New
1,499 $116,000

Others Institutions Holding SCHD

# of Institutions
1,833
Shares Held
460M
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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