Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Long View Wealth Management

  • $328 Billion
  • Q4 2024

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Long View Wealth Management holds 767,433 shares of SCHD stock, worth $21.9 Million. This represents 6.39% of its overall portfolio holdings.

Number of Shares
767,433
Previous 219,287 249.97%
Holding current value
$21.9 Million
Previous $18.5 Billion 13.11%
% of portfolio
6.39%
Previous 5.92%

Shares

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

Jan 15, 2025
BUY
$26.93 - $84.95 $14.8 Million - $46.6 Million
548,146 Added 249.97%
767,433 $21 Billion
Q3 2024

Oct 09, 2024
BUY
$77.02 - $85.06 $1.08 Million - $1.19 Million
13,959 Added 6.8%
219,287 $18.5 Billion
Q2 2024

Jul 22, 2024
BUY
$75.81 - $80.15 $1.65 Million - $1.75 Million
21,796 Added 11.88%
205,328 $16 Billion
Q1 2024

Apr 16, 2024
BUY
$75.25 - $80.63 $603,881 - $647,055
8,025 Added 4.57%
183,532 $14.8 Billion
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $11.7 Million - $13.4 Million
175,507 New
175,507 $13.4 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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