Simplicity Wealth,Llc Schwab Strategic Tr Us Dividen Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Simplicity Wealth,Llc holds 33,377 shares of SCHD stock, worth $919,870. This represents 0.2% of its overall portfolio holdings.

Number of Shares
33,377
Previous 31,259 6.78%
Holding current value
$919,870
Previous $2.64 Million 65.52%
% of portfolio
0.2%
Previous 0.26%

Shares

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

Feb 07, 2025
BUY
$26.93 - $84.95 $57,037 - $179,924
2,118 Added 6.78%
33,377 $911,000
Q3 2024

Oct 09, 2024
SELL
$77.02 - $85.06 $838,901 - $926,473
-10,892 Reduced 25.84%
31,259 $2.64 Million
Q2 2024

Jul 10, 2024
SELL
$75.81 - $80.15 $874,013 - $924,049
-11,529 Reduced 21.48%
42,151 $3.28 Million
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $3.61 Million - $3.87 Million
48,016 Added 847.74%
53,680 $4.33 Million
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $378,921 - $432,276
5,664 New
5,664 $431,000

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
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