Insight Wealth Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 2,370 shares of SCHD stock, worth $65,364. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,370
Holding current value
$65,364
% of portfolio
0.03%

Shares

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

Oct 07, 2024
BUY
$77.02 - $85.06 $182,537 - $201,592
2,370 New
2,370 $200,000
Q1 2023

Apr 06, 2023
BUY
$70.28 - $78.03 $1,897 - $2,106
27 Added 0.51%
5,280 $386,000
Q4 2022

Jan 06, 2023
SELL
$67.16 - $79.06 $78,039 - $91,867
-1,162 Reduced 18.11%
5,253 $0
Q2 2022

Jul 01, 2022
BUY
$70.31 - $80.24 $228,648 - $260,940
3,252 Added 102.81%
6,415 $460,000
Q1 2022

Apr 12, 2022
BUY
$75.14 - $81.94 $237,667 - $259,176
3,163 New
3,163 $249,000

Others Institutions Holding SCHD

# of Institutions
1,760
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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