Stone Point Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stone Point Wealth LLC holds 12,561 shares of SCHD stock, worth $351,079. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,561
Previous 4,187 200.0%
Holding current value
$351,079
Previous $353,000 2.83%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 28, 2025
BUY
$26.93 - $84.95 $225,511 - $711,371
8,374 Added 200.0%
12,561 $343,000
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $3,942 - $4,167
-52 Reduced 1.23%
4,187 $325,000
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $16,856 - $18,061
224 Added 5.58%
4,239 $341,000
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $21,047 - $22,546
298 Added 8.02%
4,015 $284,000
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $257,142 - $274,834
3,717 New
3,717 $269,000

Others Institutions Holding SCHD

# of Institutions
1,845
Shares Held
469M
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
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