Waterford Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Waterford Advisors, LLC

  • $399 Million
  • Q4 2024

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterford Advisors, LLC holds 9,987 shares of SCHD stock, worth $274,043. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,987
Previous 3,329 200.0%
Holding current value
$274,043
Previous $281,000 3.2%
% of portfolio
0.07%
Previous 0.14%

Shares

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

Feb 14, 2025
BUY
$26.93 - $84.95 $179,299 - $565,597
6,658 Added 200.0%
9,987 $272,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $223,575 - $263,190
3,329 New
3,329 $251,000

Others Institutions Holding SCHD

# of Institutions
1,946
Shares Held
825M
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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