Rockport Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Rockport Wealth LLC

  • $225 Billion
  • Q4 2024

A detailed history of Rockport Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rockport Wealth LLC holds 17,125 shares of SCHD stock, worth $475,218. This represents 0.62% of its overall portfolio holdings.

Number of Shares
17,125
Previous 16,272 5.24%
Holding current value
$475,218
Previous $1.38 Billion 1.63%
% of portfolio
0.62%
Previous 0.37%

Shares

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

Feb 10, 2025
BUY
$26.93 - $84.95 $22,971 - $72,462
853 Added 5.24%
17,125 $1.4 Billion
Q3 2024

Nov 13, 2024
SELL
$77.02 - $85.06 $213,653 - $235,956
-2,774 Reduced 14.56%
16,272 $1.38 Billion
Q2 2024

Aug 15, 2024
BUY
$75.81 - $80.15 $15,920 - $16,831
210 Added 1.11%
19,046 $1.48 Billion
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $1.42 Million - $1.52 Million
18,836 New
18,836 $1.51 Billion

Others Institutions Holding SCHD

# of Institutions
1,903
Shares Held
674M
Call Options Held
3.35M
Put Options Held
1.22M
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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