Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Great Waters Wealth Management

$742 Billion
Q3 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 29,520 shares of SCHD stock, worth $810,914. This represents 0.34% of its overall portfolio holdings.

Number of Shares

29,520

Previous 29,823 1.02%

Holding current value

$810,914

Previous $2.32 Billion 7.6%

% of portfolio

0.34%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,761

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History