Muirfield Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Muirfield Wealth Advisors LLC

$121 Billion
Q4 2024

A detailed history of Muirfield Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Muirfield Wealth Advisors LLC holds 82,475 shares of SCHD stock, worth $2.35 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

82,475

Previous 26,960 205.92%

Holding current value

$2.35 Million

Previous $2.28 Billion 1.13%

% of portfolio

1.86%

Previous 1.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $1.5 Million - $4.72 Million	55,515 Added 205.92%	82,475 $2.25 Billion
Q3 2024 Oct 11, 2024	BUY	$77.02 - $85.06 $36,199 - $39,978	470 Added 1.77%	26,960 $2.28 Billion
Q2 2024 Jul 12, 2024	SELL	$75.81 - $80.15 $12,963 - $13,705	-171 Reduced 0.64%	26,490 $2.06 Billion
Q1 2024 Apr 22, 2024	SELL	$75.25 - $80.63 $11,964 - $12,820	-159 Reduced 0.59%	26,661 $2.15 Billion
Q4 2023 Mar 14, 2024	BUY	$66.9 - $76.32 $1.79 Million - $2.05 Million	26,820 New	26,820 $2.04 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

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Muirfield Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Muirfield Wealth Advisors LLC with notifications on news.

Account

Muirfield Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History