Wealth Effects LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

A detailed history of Wealth Effects LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Effects LLC holds 14,314 shares of SCHD stock, worth $397,356. This represents 0.15% of its overall portfolio holdings.

Number of Shares

14,314

Previous 4,791 198.77%

Holding current value

$397,356

Previous $404,000 3.22%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $256,454 - $808,978	9,523 Added 198.77%	14,314 $391,000
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $24,723 - $27,304	321 Added 7.18%	4,791 $404,000
Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $59,889 - $63,318	790 Added 21.47%	4,470 $347,000
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $7,148 - $7,659	95 Added 2.65%	3,680 $296,000
Q4 2023 Jan 29, 2024	SELL	$66.9 - $76.32 $9,834 - $11,219	-147 Reduced 3.94%	3,585 $272,000
Q3 2023 Oct 16, 2023	BUY	$70.63 - $75.66 $11,442 - $12,256	162 Added 4.54%	3,732 $264,000
Q2 2023 Jul 18, 2023	BUY	$69.18 - $73.94 $43,721 - $46,730	632 Added 21.51%	3,570 $259,000
Q1 2023 May 04, 2023	BUY	$70.28 - $78.03 $206,482 - $229,252	2,938 New	2,938 $214,000

Others Institutions Holding SCHD

# of Institutions

1,948

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Wealth Effects LLC Schwab Strategic Tr Us Dividen Transaction History