Relyea Zuckerberg Hanson LLC Schwab Strategic Tr Us Dividen Transaction History

Relyea Zuckerberg Hanson LLC

  • $741 Million
  • Q4 2024

A detailed history of Relyea Zuckerberg Hanson LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Relyea Zuckerberg Hanson LLC holds 12,180 shares of SCHD stock, worth $335,680. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,180
Previous 4,060 200.0%
Holding current value
$335,680
Previous $343,000 3.21%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 15, 2025
BUY
$26.93 - $84.95 $218,671 - $689,794
8,120 Added 200.0%
12,180 $332,000
Q3 2024

Oct 17, 2024
SELL
$77.02 - $85.06 $116,300 - $128,440
-1,510 Reduced 27.11%
4,060 $343,000
Q2 2024

Oct 31, 2024
SELL
$75.81 - $80.15 $36,388 - $38,472
-480 Reduced 7.93%
5,570 $433,000
Q2 2024

Jul 17, 2024
SELL
$75.81 - $80.15 $36,388 - $38,472
-480 Reduced 7.93%
5,570 $433,000
Q1 2024

Oct 31, 2024
BUY
$75.25 - $80.63 $30,100 - $32,252
400 Added 7.08%
6,050 $487,000
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $30,100 - $32,252
400 Added 7.08%
6,050 $487,000
Q4 2023

Oct 31, 2024
BUY
$66.9 - $76.32 $16,256 - $18,545
243 Added 4.49%
5,650 $430,000
Q4 2023

Jan 18, 2024
BUY
$66.9 - $76.32 $16,256 - $18,545
243 Added 4.49%
5,650 $430,000
Q3 2023

Oct 31, 2024
BUY
$70.63 - $75.66 $95,138 - $101,914
1,347 Added 33.18%
5,407 $382,000
Q3 2023

Oct 16, 2023
BUY
$70.63 - $75.66 $69,782 - $74,752
988 Added 22.36%
5,407 $382,000
Q2 2023

Jul 17, 2023
SELL
$69.18 - $73.94 $232,513 - $248,512
-3,361 Reduced 43.2%
4,419 $320,000
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $39,216 - $43,540
558 Added 7.73%
7,780 $569,000
Q4 2022

Jan 18, 2023
BUY
$67.16 - $79.06 $271,192 - $319,244
4,038 Added 126.82%
7,222 $0
Q3 2022

Nov 02, 2022
SELL
$66.43 - $77.87 $43,179 - $50,615
-650 Reduced 16.95%
3,184 $212,000
Q2 2022

Jul 18, 2022
SELL
$70.31 - $80.24 $6,749 - $7,703
-96 Reduced 2.44%
3,834 $275,000
Q4 2021

Jan 27, 2022
SELL
$74.93 - $80.86 $52,750 - $56,925
-704 Reduced 15.19%
3,930 $305,000
Q4 2021

Jan 14, 2022
BUY
$74.93 - $80.86 $59,944 - $64,688
800 Added 20.87%
4,634 $297,000
Q1 2021

Apr 29, 2021
SELL
$63.23 - $73.67 $50,584 - $58,936
-800 Reduced 17.26%
3,834 $287,000
Q4 2020

Jan 28, 2021
BUY
$54.8 - $65.16 $253,943 - $301,951
4,634 New
4,634 $297,000

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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