Rosenberg Matthew Hamilton Schwab Strategic Tr Us Dividen Transaction History

Rosenberg Matthew Hamilton

  • $382 Million
  • Q4 2024

A detailed history of Rosenberg Matthew Hamilton transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 14,828 shares of SCHD stock, worth $408,659. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,828
Previous 5,710 159.68%
Holding current value
$408,659
Previous $482,000 15.98%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jan 13, 2025
BUY
$26.93 - $84.95 $245,547 - $774,574
9,118 Added 159.68%
14,828 $405,000
Q3 2024

Oct 28, 2024
BUY
$77.02 - $85.06 $77,251 - $85,315
1,003 Added 21.31%
5,710 $482,000
Q2 2024

Jul 26, 2024
SELL
$75.81 - $80.15 $9,779 - $10,339
-129 Reduced 2.67%
4,707 $366,000
Q1 2024

Apr 19, 2024
SELL
$75.25 - $80.63 $133,719 - $143,279
-1,777 Reduced 26.87%
4,836 $389,000
Q2 2023

Jul 26, 2023
SELL
$69.18 - $73.94 $6,848 - $7,320
-99 Reduced 1.47%
6,613 $480,000
Q4 2022

Jan 18, 2023
BUY
$67.16 - $79.06 $154,266 - $181,600
2,297 Added 52.03%
6,712 $0
Q3 2022

Oct 21, 2022
BUY
$66.43 - $77.87 $6,177 - $7,241
93 Added 2.15%
4,415 $293,000
Q4 2020

Feb 03, 2021
BUY
$54.8 - $65.16 $67,239 - $79,951
1,227 Added 39.64%
4,322 $277,000
Q3 2020

Oct 16, 2020
BUY
$50.37 - $58.54 $1,914 - $2,224
38 Added 1.24%
3,095 $171,000
Q2 2020

Aug 04, 2020
BUY
$43.56 - $56.5 $133,162 - $172,720
3,057 New
3,057 $158,000

Others Institutions Holding SCHD

# of Institutions
1,873
Shares Held
561M
Call Options Held
3.32M
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
Track This Portfolio

Track Rosenberg Matthew Hamilton Portfolio

Follow Rosenberg Matthew Hamilton and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rosenberg Matthew Hamilton, based on Form 13F filings with the SEC.

News

Stay updated on Rosenberg Matthew Hamilton with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email