Modern Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Modern Wealth Management, LLC holds 270,161 shares of SCHD stock, worth $7.59 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
270,161
Holding current value
$7.59 Million
% of portfolio
1.54%

Shares

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

Aug 07, 2024
BUY
$75.81 - $80.15 $20.5 Million - $21.7 Million
270,161 New
270,161 $21 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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email