Rmr Wealth Builders Schwab Strategic Tr Us Dividen Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

A detailed history of Rmr Wealth Builders transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rmr Wealth Builders holds 14,640 shares of SCHD stock, worth $403,478. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,640

Previous 14,640 -0.0%

Holding current value

$403,478

Previous $399,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$26.93 - $84.95 $281,849 - $889,086	10,466 Added 250.74%	14,640 $399,000
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $17,868 - $19,733	232 Added 5.89%	4,174 $352,000
Q2 2024 Jul 23, 2024	SELL	$75.81 - $80.15 $65,954 - $69,730	-870 Reduced 18.08%	3,942 $306,000
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $21,070 - $22,576	280 Added 6.18%	4,812 $387,000
Q4 2023 Feb 06, 2024	SELL	$66.9 - $76.32 $36,460 - $41,594	-545 Reduced 10.73%	4,532 $345,000
Q3 2023 Oct 23, 2023	SELL	$70.63 - $75.66 $12,007 - $12,862	-170 Reduced 3.24%	5,077 $359,000
Q2 2023 Jul 21, 2023	BUY	$69.18 - $73.94 $36,665 - $39,188	530 Added 11.24%	5,247 $381,000
Q1 2023 Apr 11, 2023	BUY	$70.28 - $78.03 $331,510 - $368,067	4,717 New	4,717 $345,000
Q2 2021 Aug 16, 2021	SELL	$73.32 - $77.65 $69,873 - $74,000	-953 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$63.23 - $73.67 $60,258 - $70,207	953 New	953 $69,000
Q4 2020 Feb 09, 2021	SELL	$54.8 - $65.16 $201,992 - $240,179	-3,686 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$50.37 - $58.54 $185,663 - $215,778	3,686 New	3,686 $204,000

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Rmr Wealth Builders Schwab Strategic Tr Us Dividen Transaction History