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

Jpl Wealth Management, LLC

  • $349 Billion
  • Q4 2024

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 164,909 shares of SCHD stock, worth $4.71 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
164,909
Previous 21,274 675.17%
Holding current value
$4.71 Million
Previous $1.65 Billion 172.35%
% of portfolio
1.29%
Previous 0.81%

Shares

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

Feb 10, 2025
BUY
$26.93 - $84.95 $3.87 Million - $12.2 Million
143,635 Added 675.17%
164,909 $4.51 Billion
Q2 2024

Jul 31, 2024
BUY
$75.81 - $80.15 $365,100 - $386,002
4,816 Added 29.26%
21,274 $1.65 Billion
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $17,307 - $18,544
230 Added 1.42%
16,458 $1.33 Billion
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $1.09 Million - $1.24 Million
16,228 New
16,228 $1.24 Billion

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
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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