National Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,903 shares of SCHD stock, worth $107,566. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,903
Previous 3,752 4.02%
Holding current value
$107,566
Previous $292 Million 13.09%
% of portfolio
0.22%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $11,630 - $12,844
151 Added 4.02%
3,903 $330 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $10,765 - $11,381
142 Added 3.93%
3,752 $292 Million
Q1 2024

May 17, 2024
BUY
$75.25 - $80.63 $15,125 - $16,206
201 Added 5.9%
3,610 $291 Million
Q4 2023

Feb 01, 2024
SELL
$66.9 - $76.32 $30,171 - $34,420
-451 Reduced 11.68%
3,409 $260 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $9,323 - $9,987
132 Added 3.54%
3,860 $273 Million
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $257,903 - $275,648
3,728 New
3,728 $277 Million
Q2 2022

Nov 17, 2023
BUY
$70.31 - $80.24 $282,997 - $322,966
4,025 New
4,025 $288 Million
Q1 2022

Nov 17, 2023
SELL
$75.14 - $81.94 $191,682 - $209,028
-2,551 Closed
0 $0
Q4 2021

Nov 17, 2023
SELL
$74.93 - $80.86 $98,083 - $105,845
-1,309 Reduced 33.91%
2,551 $206 Million

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
Call Options Held
1.92M
Put Options Held
1.16M
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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