Sonoma Private Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 3,860 shares of SCHD stock, worth $108,427. This represents 0.51% of its overall portfolio holdings.

Number of Shares
3,860
Previous 3,360 14.88%
Holding current value
$108,427
Previous $261 Million 24.88%
% of portfolio
0.51%
Previous 0.42%

Shares

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

Oct 17, 2024
BUY
$77.02 - $85.06 $38,510 - $42,530
500 Added 14.88%
3,860 $326 Million
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $286,561 - $302,967
-3,780 Reduced 52.94%
3,360 $261 Million
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $477,666 - $544,924
7,140 New
7,140 $544 Million

Others Institutions Holding SCHD

# of Institutions
1,794
Shares Held
371M
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 Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth 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 Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email