Future Financial Wealth Managment LLC Schwab Strategic Tr Us Dividen Transaction History

Future Financial Wealth Managment LLC

$138 Million
Q3 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 65,370 shares of SCHD stock, worth $1.8 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

65,370

Previous 61,935 5.55%

Holding current value

$1.8 Million

Previous $4.82 Million 14.72%

% of portfolio

4.0%

Previous 4.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $264,563 - $292,181	3,435 Added 5.55%	65,370 $5.53 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $330,228 - $349,133	4,356 Added 7.57%	61,935 $4.82 Million
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $1.14 Million - $1.22 Million	15,134 Added 35.66%	57,579 $4.64 Million
Q4 2023 Jan 18, 2024	BUY	$66.9 - $76.32 $31,576 - $36,023	472 Added 1.12%	42,445 $3.23 Million
Q3 2023 Oct 20, 2023	BUY	$70.63 - $75.66 $23,025 - $24,665	326 Added 0.78%	41,973 $2.97 Million
Q2 2023 Jul 18, 2023	SELL	$69.18 - $73.94 $576,546 - $616,215	-8,334 Reduced 16.67%	41,647 $3.02 Million
Q1 2023 Apr 04, 2023	BUY	$70.28 - $78.03 $2.06 Million - $2.29 Million	29,297 Added 141.64%	49,981 $3.66 Million
Q4 2022 Jan 05, 2023	BUY	$67.16 - $79.06 $451,986 - $532,073	6,730 Added 48.23%	20,684 $0
Q3 2022 Oct 13, 2022	BUY	$66.43 - $77.87 $12,422 - $14,561	187 Added 1.36%	13,954 $1 Million
Q1 2022 May 03, 2022	BUY	$75.14 - $81.94 $79,498 - $86,692	1,058 Added 8.32%	13,767 $1.09 Million
Q4 2021 Jan 07, 2022	BUY	$74.93 - $80.86 $80,849 - $87,247	1,079 Added 9.28%	12,709 $1.03 Million
Q2 2021 Aug 04, 2021	BUY	$73.32 - $77.65 $21,262 - $22,518	290 Added 2.56%	11,630 $879,000
Q1 2021 May 05, 2021	BUY	$63.23 - $73.67 $72,840 - $84,867	1,152 Added 11.31%	11,340 $827,000
Q4 2020 Feb 03, 2021	BUY	$54.8 - $65.16 $558,302 - $663,850	10,188 New	10,188 $653,000

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

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.

Account

Future Financial Wealth Managment LLC Schwab Strategic Tr Us Dividen Transaction History