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

Rockwood Wealth Management, LLC

  • $981 Billion
  • Q1 2025

A detailed history of Rockwood Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 12,784 shares of SCHD stock, worth $352,582. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,784
Previous 9,511 34.41%
Holding current value
$352,582
Previous $259 Million 38.02%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $88,403 - $93,411
3,273 Added 34.41%
12,784 $357 Million
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $173,240 - $546,483
6,433 Added 209.0%
9,511 $259 Million
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $4,313 - $4,763
56 Added 1.85%
3,078 $260 Million
Q2 2024

Jul 26, 2024
BUY
$75.81 - $80.15 $229,097 - $242,213
3,022 New
3,022 $235 Million

Others Institutions Holding SCHD

# of Institutions
1,955
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
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