N.E.W. Advisory Services LLC Schwab Strategic Tr Us Dividen Transaction History

N.E.W. Advisory Services LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 10,784 shares of SCHD stock, worth $299,256. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,784
Previous 3,383 218.77%
Holding current value
$299,256
Previous $285,000 3.16%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $199,308 - $628,714
7,401 Added 218.77%
10,784 $294,000
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $260,558 - $287,757
3,383 New
3,383 $285,000

Others Institutions Holding SCHD

# of Institutions
1,903
Shares Held
674M
Call Options Held
3.35M
Put Options Held
1.22M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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