A detailed history of Lvm Capital Management LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lvm Capital Management LTD holds 39,993 shares of SCHD stock, worth $1.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
39,993
Previous 39,993 -0.0%
Holding current value
$1.1 Million
Previous $3.11 Million 8.72%
% of portfolio
0.39%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$75.81 - $80.15 $58,373 - $61,715
770 Added 1.96%
39,993 $3.11 Million
Q1 2024

Apr 15, 2024

BUY
$75.25 - $80.63 $463,163 - $496,277
6,155 Added 18.61%
39,223 $3.16 Million
Q4 2023

Jan 12, 2024

BUY
$66.9 - $76.32 $487,366 - $555,991
7,285 Added 28.26%
33,068 $2.52 Million
Q3 2023

Oct 10, 2023

BUY
$70.63 - $75.66 $172,337 - $184,610
2,440 Added 10.45%
25,783 $1.82 Million
Q2 2023

Jul 07, 2023

BUY
$69.18 - $73.94 $500,863 - $535,325
7,240 Added 44.96%
23,343 $1.7 Million
Q1 2023

Apr 17, 2023

BUY
$70.28 - $78.03 $493,014 - $547,380
7,015 Added 77.19%
16,103 $1.18 Million
Q4 2022

Jan 03, 2023

BUY
$67.16 - $79.06 $610,350 - $718,497
9,088 New
9,088 $687,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Lvm Capital Management LTD Portfolio

Follow Lvm Capital Management LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lvm Capital Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Lvm Capital Management LTD with notifications on news.