Smart Portfolios, LLC Schwab Strategic Tr Us Dividen Transaction History

Smart Portfolios, LLC

  • $86.2 Million
  • Q4 2024

A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smart Portfolios, LLC holds 25,685 shares of SCHD stock, worth $708,392. This represents 0.81% of its overall portfolio holdings.

Number of Shares
25,685
Previous 8,666 196.39%
Holding current value
$708,392
Previous $732,000 4.23%
% of portfolio
0.81%
Previous 0.8%

Shares

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

Feb 07, 2025
BUY
$26.93 - $84.95 $458,321 - $1.45 Million
17,019 Added 196.39%
25,685 $701,000
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $18,946 - $20,924
246 Added 2.92%
8,666 $732,000
Q2 2024

Jul 22, 2024
BUY
$75.81 - $80.15 $22,363 - $23,644
295 Added 3.63%
8,420 $654,000
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $611,406 - $655,118
8,125 New
8,125 $655,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
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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