Thrive Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Thrive Wealth Management, LLC

  • $541 Million
  • Q3 2024

A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 15,767 shares of SCHD stock, worth $432,646. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,767
Previous 15,492 1.78%
Holding current value
$432,646
Previous $1.2 Million 10.63%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Oct 04, 2024
BUY
$77.02 - $85.06 $21,180 - $23,391
275 Added 1.78%
15,767 $1.33 Million
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $5,306 - $5,610
70 Added 0.45%
15,492 $1.2 Million
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $235,758 - $252,613
3,133 Added 25.49%
15,422 $1.24 Million
Q4 2023

Jan 09, 2024
SELL
$66.9 - $76.32 $3,411 - $3,892
-51 Reduced 0.41%
12,289 $935,000
Q3 2023

Oct 13, 2023
SELL
$70.63 - $75.66 $6,215 - $6,658
-88 Reduced 0.71%
12,340 $873,000
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $649,323 - $694,000
9,386 Added 308.55%
12,428 $902,000
Q1 2023

Apr 07, 2023
BUY
$70.28 - $78.03 $4,216 - $4,681
60 Added 2.01%
3,042 $222,000
Q4 2022

Jan 25, 2023
BUY
$67.16 - $79.06 $200,271 - $235,756
2,982 New
2,982 $0
Q2 2022

Jul 11, 2022
SELL
$70.31 - $80.24 $70 - $80
-1 Reduced 0.03%
2,982 $214,000
Q1 2022

May 02, 2022
SELL
$75.14 - $81.94 $49,066 - $53,506
-653 Reduced 17.96%
2,983 $235,000
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $272,445 - $294,006
3,636 New
3,636 $294,000

Others Institutions Holding SCHD

# of Institutions
1,763
Shares Held
277M
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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