Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Long View Wealth Management

$313 Billion
Q3 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 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%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,698

Shares Held

278M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History