Hrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Hrc Wealth Management, LLC

  • $168 Billion
  • Q4 2024

A detailed history of Hrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 257,981 shares of SCHD stock, worth $7.28 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
257,981
Previous 85,072 203.25%
Holding current value
$7.28 Million
Previous $7.19 Billion 1.99%
% of portfolio
4.18%
Previous 4.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $4.66 Million - $14.7 Million
172,909 Added 203.25%
257,981 $7.05 Billion
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $14,325 - $15,821
186 Added 0.22%
85,072 $7.19 Billion
Q2 2024

Jul 25, 2024
BUY
$75.81 - $80.15 $54,659 - $57,788
721 Added 0.86%
84,886 $6.6 Billion
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $378,281 - $405,327
5,027 Added 6.35%
84,165 $6.79 Billion
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $5.29 Million - $6.04 Million
79,138 New
79,138 $6.02 Billion

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
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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