True Wealth Design, LLC Schwab Strategic Tr Us Dividen Transaction History

True Wealth Design, LLC

  • $256 Billion
  • Q3 2024

A detailed history of True Wealth Design, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Wealth Design, LLC holds 527 shares of SCHD stock, worth $14,234. This represents 0.02% of its overall portfolio holdings.

Number of Shares
527
Previous 524 0.57%
Holding current value
$14,234
Previous $40.7 Million 9.41%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $231 - $255
3 Added 0.57%
527 $44.5 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $150 - $161
2 Added 0.38%
524 $42.2 Million
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $936 - $1,068
-14 Reduced 2.61%
522 $39.8 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $141 - $151
2 Added 0.37%
536 $37.9 Million
Q2 2023

Aug 14, 2023
SELL
$69.18 - $73.94 $8,024 - $8,577
-116 Reduced 17.85%
534 $38.8 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $15,742 - $17,478
-224 Reduced 25.63%
650 $47.6 Million
Q4 2022

Feb 15, 2023
BUY
$67.16 - $79.06 $58,697 - $69,098
874 New
874 $66 Million

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
282M
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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