Spire Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spire Wealth Management holds 281,106 shares of SCHD stock, worth $7.75 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

281,106

Previous 97,408 188.59%

Holding current value

$7.75 Million

Previous $8.23 Million 6.73%

% of portfolio

0.25%

Previous 0.28%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $4.95 Million - $15.6 Million	183,698 Added 188.59%	281,106 $7.68 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $152,114 - $167,993	1,975 Added 2.07%	97,408 $8.23 Million
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $245,624 - $259,686	-3,240 Reduced 3.28%	95,433 $7.42 Million
Q1 2024 Apr 24, 2024	BUY	$75.25 - $80.63 $196,402 - $210,444	2,610 Added 2.72%	98,673 $7.96 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $354,503 - $404,419	5,299 Added 5.84%	96,063 $7.31 Million
Q3 2023 Nov 08, 2023	BUY	$70.63 - $75.66 $237,952 - $254,898	3,369 Added 3.85%	90,764 $6.42 Million
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $547,905 - $585,604	7,920 Added 9.97%	87,395 $6.35 Million
Q1 2023 May 09, 2023	BUY	$70.28 - $78.03 $2.23 Million - $2.47 Million	31,667 Added 66.24%	79,475 $5.81 Million
Q4 2022 Feb 03, 2023	BUY	$67.16 - $79.06 $890,743 - $1.05 Million	13,263 Added 38.39%	47,808 $3.61 Million
Q3 2022 Nov 07, 2022	BUY	$66.43 - $77.87 $184,741 - $216,556	2,781 Added 8.76%	34,545 $2.3 Million
Q2 2022 Jul 22, 2022	BUY	$70.31 - $80.24 $374,541 - $427,438	5,327 Added 20.15%	31,764 $2.28 Million
Q1 2022 Apr 18, 2022	SELL	$75.14 - $81.94 $4.46 Million - $4.86 Million	-59,370 Reduced 69.19%	26,437 $2.09 Million
Q4 2021 Jan 14, 2022	BUY	$74.93 - $80.86 $5.37 Million - $5.8 Million	71,687 Added 507.7%	85,807 $6.94 Million
Q3 2021 Oct 22, 2021	SELL	$74.23 - $78.13 $49,511 - $52,112	-667 Reduced 4.51%	14,120 $1.05 Million
Q2 2021 Jul 26, 2021	SELL	$73.32 - $77.65 $4.37 Million - $4.63 Million	-59,573 Reduced 80.11%	14,787 $1.12 Million
Q1 2021 May 21, 2021	BUY	$63.23 - $73.67 $4.67 Million - $5.44 Million	73,865 Added 14922.22%	74,360 $5.47 Million
Q1 2021 May 07, 2021	BUY	$63.23 - $73.67 $31,298 - $36,466	495 New	495 $36,000

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

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Spire Wealth Management Schwab Strategic Tr Us Dividen Transaction History