Smart Portfolios, LLC Schwab Strategic Tr Us Dividen Transaction History

Smart Portfolios, LLC

  • $91.2 Million
  • Q3 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 8,666 shares of SCHD stock, worth $238,834. This represents 0.8% of its overall portfolio holdings.

Number of Shares
8,666
Previous 8,420 2.92%
Holding current value
$238,834
Previous $654,000 11.93%
% of portfolio
0.8%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,861
Shares Held
518M
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
Track This Portfolio

Track Smart Portfolios, LLC Portfolio

Follow Smart Portfolios, LLC 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 Smart Portfolios, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Portfolios, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email