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

Duncan Williams Asset Management, LLC

  • $181 Billion
  • Q3 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 290,090 shares of SCHD stock, worth $8 Million. This represents 13.51% of its overall portfolio holdings.

Number of Shares
290,090
Previous 280,211 3.53%
Holding current value
$8 Million
Previous $21.8 Billion 12.54%
% of portfolio
13.51%
Previous 18.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
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 Duncan Williams Asset Management, LLC Portfolio

Follow Duncan Williams Asset 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 Duncan Williams Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Duncan Williams Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email