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

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,791 shares of SCHD stock, worth $50,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,791
Previous 595 201.01%
Holding current value
$50,201
Previous $50,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $32,208 - $101,600
1,196 Added 201.01%
1,791 $48,000
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $231 - $255
3 Added 0.51%
595 $50,000
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $1,061 - $1,122
14 Added 2.42%
592 $46,000
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $75 - $80
1 Added 0.17%
578 $46,000
Q4 2023

Jan 23, 2024
BUY
$66.9 - $76.32 $38,601 - $44,036
577 New
577 $43,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
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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