Institutional & Family Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 94 shares of SCHD stock, worth $2,592. This represents 0.0% of its overall portfolio holdings.

Number of Shares
94
Previous 94 -0.0%
Holding current value
$2,592
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 08, 2023
SELL
$67.16 - $79.06 $6,716 - $7,906
-100 Reduced 51.55%
94 $7,000
Q3 2022

Nov 07, 2022
BUY
$66.43 - $77.87 $6,643 - $7,787
100 Added 106.38%
194 $13,000
Q1 2018

May 14, 2018
BUY
N/A
94 New
94 $5,000

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

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