Newport Capital Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Newport Capital Group, LLC

  • $135 Million
  • Q4 2024

A detailed history of Newport Capital Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Newport Capital Group, LLC holds 18,604 shares of SCHD stock, worth $529,469. This represents 0.38% of its overall portfolio holdings.

Number of Shares
18,604
Previous 4,879 281.31%
Holding current value
$529,469
Previous $412,000 23.3%
% of portfolio
0.38%
Previous 0.3%

Shares

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

Jan 29, 2025
BUY
$26.93 - $84.95 $369,614 - $1.17 Million
13,725 Added 281.31%
18,604 $508,000
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $375,780 - $415,007
4,879 New
4,879 $412,000

Others Institutions Holding SCHD

# of Institutions
1,944
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
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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