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

True Wealth Design, LLC

$258 Billion
Q4 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 1,585 shares of SCHD stock, worth $44,047. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,585

Previous 527 200.76%

Holding current value

$44,047

Previous $44.5 Million 2.79%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $28,491 - $89,877	1,058 Added 200.76%	1,585 $43.3 Million
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

1,924

Shares Held

814M

Call Options Held

4.87M

Put Options Held

2.74M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

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