Duncan Williams Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Duncan Williams Asset Management, LLC

  • $254 Billion
  • Q4 2024

A detailed history of Duncan Williams Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 948,172 shares of SCHD stock, worth $27 Million. This represents 10.2% of its overall portfolio holdings.

Number of Shares
948,172
Previous 290,090 226.85%
Holding current value
$27 Million
Previous $24.5 Billion 5.64%
% of portfolio
10.2%
Previous 13.51%

Shares

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

Jan 21, 2025
BUY
$26.93 - $84.95 $17.7 Million - $55.9 Million
658,082 Added 226.85%
948,172 $25.9 Billion
Q3 2024

Oct 03, 2024
BUY
$77.02 - $85.06 $760,880 - $840,307
9,879 Added 3.53%
290,090 $24.5 Billion
Q2 2024

Jul 11, 2024
BUY
$75.81 - $80.15 $2.08 Million - $2.2 Million
27,481 Added 10.87%
280,211 $21.8 Billion
Q1 2024

Apr 03, 2024
BUY
$75.25 - $80.63 $19 Million - $20.4 Million
252,730 New
252,730 $20.4 Billion

Others Institutions Holding SCHD

# of Institutions
1,936
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
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