New Edge Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Edge Wealth, LLC holds 29,260 shares of SCHD stock, worth $797,627. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,260
Previous 11,235 160.44%
Holding current value
$797,627
Previous $873,000 183.28%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $1.39 Million - $1.53 Million
18,025 Added 160.44%
29,260 $2.47 Million
Q2 2024

Aug 01, 2024
SELL
$75.81 - $80.15 $37,905 - $40,075
-500 Reduced 4.26%
11,235 $873,000
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $1,881 - $2,015
25 Added 0.21%
11,735 $946,000
Q4 2023

Jan 29, 2024
SELL
$66.9 - $76.32 $50,844 - $58,003
-760 Reduced 6.09%
11,710 $891,000
Q3 2023

Nov 08, 2023
SELL
$70.63 - $75.66 $206,804 - $221,532
-2,928 Reduced 19.02%
12,470 $882,000
Q2 2023

Aug 09, 2023
SELL
$69.18 - $73.94 $71,047 - $75,936
-1,027 Reduced 6.25%
15,398 $1.12 Million
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $1.15 Million - $1.28 Million
16,425 New
16,425 $1.2 Million

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
280M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email