Summit Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 50,179 shares of SCHD stock, worth $1.38 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

50,179

Previous 17,471 187.21%

Holding current value

$1.38 Million

Previous $1.48 Billion 7.17%

% of portfolio

0.28%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $880,826 - $2.78 Million	32,708 Added 187.21%	50,179 $1.37 Billion
Q3 2024 Oct 28, 2024	SELL	$77.02 - $85.06 $96,968 - $107,090	-1,259 Reduced 6.72%	17,471 $1.48 Billion
Q2 2024 Sep 11, 2024	SELL	$75.81 - $80.15 $72,853 - $77,024	-961 Reduced 4.88%	18,730 $1.46 Billion
Q1 2024 Sep 11, 2024	SELL	$75.25 - $80.63 $12,341 - $13,223	-164 Reduced 0.83%	19,691 $1.59 Billion
Q4 2023 Sep 11, 2024	SELL	$66.9 - $76.32 $103,561 - $118,143	-1,548 Reduced 7.23%	19,855 $1.51 Billion
Q3 2023 Sep 11, 2024	BUY	$70.63 - $75.66 $61,448 - $65,824	870 Added 4.24%	21,403 $1.51 Billion
Q2 2023 Sep 11, 2024	SELL	$69.18 - $73.94 $11,760 - $12,569	-170 Reduced 0.82%	20,533 $1.49 Billion
Q1 2023 Sep 11, 2024	BUY	$70.28 - $78.03 $14,477 - $16,074	206 Added 1.01%	20,703 $1.51 Billion
Q4 2022 Sep 11, 2024	BUY	$67.16 - $79.06 $37,811 - $44,510	563 Added 2.82%	20,497 $1.55 Billion
Q3 2022 Sep 11, 2024	BUY	$66.43 - $77.87 $374,000 - $438,408	5,630 Added 39.36%	19,934 $1.32 Billion
Q2 2022 Sep 11, 2024	BUY	$70.31 - $80.24 $507,356 - $579,011	7,216 Added 101.81%	14,304 $1.02 Billion
Q4 2021 Sep 10, 2024	BUY	$74.93 - $80.86 $146,787 - $158,404	1,959 Added 38.19%	7,088 $573 Million
Q3 2021 Sep 10, 2024	BUY	$74.23 - $78.13 $59,309 - $62,425	799 Added 18.45%	5,129 $381 Million
Q2 2021 Sep 10, 2024	BUY	$73.32 - $77.65 $317,475 - $336,224	4,330 New	4,330 $327 Million

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

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Summit Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History