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 4,791 shares of SCHD stock, worth $132,135. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,791
Previous 4,470 7.18%
Holding current value
$132,135
Previous $347,000 16.43%
% of portfolio
0.16%
Previous 0.14%

Shares

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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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