Kestra Private Wealth Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 593,444 shares of SCHD stock, worth $16.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
593,444
Previous 209,183 183.7%
Holding current value
$16.9 Million
Previous $17.7 Million 8.31%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Jan 28, 2025
BUY
$26.93 - $84.95 $10.3 Million - $32.6 Million
384,261 Added 183.7%
593,444 $16.2 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $1.25 Million - $1.39 Million
16,294 Added 8.45%
209,183 $17.7 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $1.54 Million - $1.63 Million
20,360 Added 11.8%
192,889 $15 Million
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $1.35 Million - $1.45 Million
17,987 Added 11.64%
172,529 $13.9 Million
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $6.3 Million - $7.19 Million
94,190 Added 156.07%
154,542 $11.8 Million
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $3.21 Million - $3.44 Million
45,424 Added 304.29%
60,352 $4.27 Million
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $1.03 Million - $1.1 Million
14,928 New
14,928 $1.08 Million

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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