Northcape Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Northcape Wealth Management, LLC

  • $304 Million
  • Q4 2024

A detailed history of Northcape Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 10,800 shares of SCHD stock, worth $297,864. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,800
Previous 3,600 200.0%
Holding current value
$297,864
Previous $304,000 2.96%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $193,896 - $611,640
7,200 Added 200.0%
10,800 $295,000
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $240,840 - $274,752
3,600 New
3,600 $274,000

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
850M
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
Track This Portfolio

Track Northcape Wealth Management, LLC Portfolio

Follow Northcape Wealth Management, 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 Northcape Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northcape Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email