Kestra Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Kestra Investment Management, LLC

  • $2.54 Trillion
  • Q4 2024

A detailed history of Kestra Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kestra Investment Management, LLC holds 24,558 shares of SCHD stock, worth $683,694. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,558
Previous 17,639 39.23%
Holding current value
$683,694
Previous $1.49 Billion 55.0%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $186,328 - $587,769
6,919 Added 39.23%
24,558 $671 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $1.36 Million - $1.5 Million
17,639 New
17,639 $1.49 Billion

Others Institutions Holding SCHD

# of Institutions
1,948
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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