Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Gps Wealth Strategies Group, LLC

  • $726 Million
  • Q3 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 8,492 shares of SCHD stock, worth $232,001. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,492
Previous 9,749 12.89%
Holding current value
$232,001
Previous $758,000 5.41%
% of portfolio
0.1%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$77.02 - $85.06 $96,814 - $106,920
-1,257 Reduced 12.89%
8,492 $717,000
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $74,900 - $79,188
988 Added 11.28%
9,749 $758,000
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $20,091 - $21,528
267 Added 3.14%
8,761 $706,000
Q4 2023

Jan 12, 2024
SELL
$66.9 - $76.32 $170,327 - $194,310
-2,546 Reduced 23.06%
8,494 $646,000
Q3 2023

Oct 25, 2023
SELL
$70.63 - $75.66 $2,472 - $2,648
-35 Reduced 0.32%
11,040 $781,000
Q2 2023

Jul 17, 2023
BUY
$69.18 - $73.94 $87,305 - $93,312
1,262 Added 12.86%
11,075 $804,000
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $689,657 - $765,708
9,813 New
9,813 $717,000
Q3 2022

Oct 17, 2022
BUY
$66.43 - $77.87 $2,059 - $2,413
31 Added 0.56%
5,593 $372,000
Q2 2022

Jul 19, 2022
BUY
$70.31 - $80.24 $96,816 - $110,490
1,377 Added 32.9%
5,562 $398,000
Q1 2022

Apr 20, 2022
BUY
$75.14 - $81.94 $107,750 - $117,501
1,434 Added 52.13%
4,185 $330,000
Q4 2021

Feb 11, 2022
SELL
$74.93 - $80.86 $21,654 - $23,368
-289 Reduced 9.51%
2,751 $222,000
Q3 2021

Oct 20, 2021
BUY
$74.23 - $78.13 $54,559 - $57,425
735 Added 31.89%
3,040 $226,000
Q2 2021

Jul 19, 2021
BUY
$73.32 - $77.65 $95,682 - $101,333
1,305 Added 130.5%
2,305 $174,000
Q1 2021

Apr 15, 2021
BUY
$63.23 - $73.67 $63,230 - $73,670
1,000 New
1,000 $72,000

Others Institutions Holding SCHD

# of Institutions
1,762
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
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