Icon Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,549 shares of SCHD stock, worth $43,418. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,549
Previous 1,549 -0.0%
Holding current value
$43,418
Previous $112,000 2.68%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $108,863 - $120,868
1,549 New
1,549 $113,000
Q2 2019

Aug 13, 2019
SELL
N/A
-1,651 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
1,651 New
1,651 $86,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,710 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
1,710 New
1,710 $84,000
Q1 2018

May 15, 2018
SELL
N/A
-1,687 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
1,687
1,687 $86,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
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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