Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Great Waters Wealth Management

$779 Billion
Q4 2024

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Great Waters Wealth Management holds 87,742 shares of SCHD stock, worth $2.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

87,742

Previous 29,520 197.23%

Holding current value

$2.5 Million

Previous $2.5 Billion 3.94%

% of portfolio

0.31%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $1.57 Million - $4.95 Million	58,222 Added 197.23%	87,742 $2.4 Billion
Q3 2024 Oct 04, 2024	SELL	$77.02 - $85.06 $23,337 - $25,773	-303 Reduced 1.02%	29,520 $2.5 Billion
Q2 2024 Jul 08, 2024	SELL	$75.81 - $80.15 $54,962 - $58,108	-725 Reduced 2.37%	29,823 $2.32 Billion
Q1 2024 Apr 08, 2024	BUY	$75.25 - $80.63 $2,633 - $2,822	35 Added 0.11%	30,548 $2.46 Billion
Q4 2023 Jan 19, 2024	SELL	$66.9 - $76.32 $408,223 - $465,704	-6,102 Reduced 16.67%	30,513 $2.33 Billion
Q3 2023 Oct 11, 2023	SELL	$70.63 - $75.66 $65,827 - $70,515	-932 Reduced 2.48%	36,615 $2.55 Billion
Q2 2023 Jul 07, 2023	SELL	$69.18 - $73.94 $143,202 - $153,055	-2,070 Reduced 5.23%	37,547 $2.73 Billion
Q1 2023 Apr 25, 2023	SELL	$70.28 - $78.03 $103,803 - $115,250	-1,477 Reduced 3.59%	39,617 $2.9 Billion
Q4 2022 Feb 03, 2023	BUY	$67.16 - $79.06 $2.76 Million - $3.25 Million	41,094 New	41,094 $3.14 Billion

Others Institutions Holding SCHD

# of Institutions

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

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 Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.

Account

Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History