Summit Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Financial, LLC holds 12,143 shares of SCHD stock, worth $333,203. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,143
Previous 7,710 57.5%
Holding current value
$333,203
Previous $599,000 71.29%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $341,429 - $377,070
4,433 Added 57.5%
12,143 $1.03 Million
Q2 2024

Jul 31, 2024
BUY
$75.81 - $80.15 $584,495 - $617,956
7,710 New
7,710 $599,000

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
276M
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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