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

Olympus Wealth Management, LLC

$275 Billion
Q4 2024

A detailed history of Olympus Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olympus Wealth Management, LLC holds 1,058,927 shares of SCHD stock, worth $29.7 Million. This represents 10.53% of its overall portfolio holdings.

Number of Shares

1,058,927

Previous 372,862 184.0%

Holding current value

$29.7 Million

Previous $31.5 Billion 8.21%

% of portfolio

10.53%

Previous 10.84%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $18.5 Million - $58.3 Million	686,065 Added 184.0%	1,058,927 $28.9 Billion
Q3 2024 Oct 29, 2024	SELL	$77.02 - $85.06 $4.41 Million - $4.87 Million	-57,230 Reduced 13.31%	372,862 $31.5 Billion
Q2 2024 Jul 17, 2024	BUY	$75.81 - $80.15 $14.6 Million - $15.4 Million	192,159 Added 80.76%	430,092 $33.4 Billion
Q1 2024 Apr 23, 2024	SELL	$75.25 - $80.63 $3.82 Million - $4.09 Million	-50,751 Reduced 17.58%	237,933 $19.2 Billion
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $159,757 - $182,252	-2,388 Reduced 0.82%	288,684 $22 Billion
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $20.6 Million - $22 Million	291,072 New	291,072 $20.6 Billion
Q2 2023 Nov 16, 2023	SELL	$69.18 - $73.94 $152,126 - $162,594	-2,199 Reduced 0.76%	288,873 $21 Billion
Q1 2023 Nov 16, 2023	SELL	$70.28 - $78.03 $535,533 - $594,588	-7,620 Reduced 2.62%	283,452 $20.7 Billion
Q4 2022 Nov 16, 2023	SELL	$67.16 - $79.06 $10.1 Million - $11.8 Million	-149,873 Reduced 34.48%	284,749 $21.5 Billion
Q3 2022 Nov 16, 2023	BUY	$66.43 - $77.87 $9.54 Million - $11.2 Million	143,550 Added 49.32%	434,622 $28.9 Billion
Q2 2022 Nov 16, 2023	SELL	$70.31 - $80.24 $164,876 - $188,162	-2,345 Reduced 0.81%	288,727 $20.7 Billion
Q1 2022 Nov 16, 2023	BUY	$75.14 - $81.94 $111,808 - $121,926	1,488 Added 0.62%	241,966 $19.1 Billion
Q4 2021 Nov 16, 2023	SELL	$74.93 - $80.86 $3.79 Million - $4.09 Million	-50,594 Reduced 17.38%	240,478 $19.4 Billion

Others Institutions Holding SCHD

# of Institutions

1,940

Shares Held

824M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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