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 219,287 shares of SCHD stock, worth $6.18 Million. This represents 5.92% of its overall portfolio holdings.

Number of Shares
219,287
Previous 205,328 6.8%
Holding current value
$6.18 Million
Previous $16 Billion 16.1%
% of portfolio
5.92%
Previous 5.9%

Shares

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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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