A detailed history of Wealth Collab, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Collab, LLC holds 8,537 shares of SCHD stock, worth $232,974. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,537
Previous 2,843 200.28%
Holding current value
$232,974
Previous $240 Million 2.93%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Feb 14, 2025

BUY
$26.93 - $84.95 $153,339 - $483,705
5,694 Added 200.28%
8,537 $233 Million
Q3 2024

Nov 14, 2024

SELL
$77.02 - $85.06 $46,905 - $51,801
-609 Reduced 17.64%
2,843 $240 Million
Q1 2024

May 10, 2024

SELL
$75.25 - $80.63 $7,299 - $7,821
-97 Reduced 2.73%
3,452 $278 Million
Q4 2023

Apr 03, 2024

BUY
$66.9 - $76.32 $237,428 - $270,859
3,549 New
3,549 $270 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Wealth Collab, LLC Portfolio

Follow Wealth Collab, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Collab, LLC with notifications on news.