Sar Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Sar Wealth Management Group, LLC

  • $151 Billion
  • Q3 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 139,200 shares of SCHD stock, worth $3.82 Million. This represents 7.78% of its overall portfolio holdings.

Number of Shares
139,200
Previous 137,535 1.21%
Holding current value
$3.82 Million
Previous $10.7 Billion 10.02%
% of portfolio
7.78%
Previous 7.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $128,238 - $141,624
1,665 Added 1.21%
139,200 $11.8 Billion
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $9.97 Million - $10.5 Million
131,451 Added 2160.6%
137,535 $10.7 Billion
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $457,821 - $490,552
6,084 New
6,084 $491 Million

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
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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