Westmount Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Westmount Partners, LLC

  • $329 Billion
  • Q4 2024

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Westmount Partners, LLC holds 11,908 shares of SCHD stock, worth $330,566. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,908
Previous 3,969 200.03%
Holding current value
$330,566
Previous $336 Million 3.03%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 13, 2025
BUY
$26.93 - $84.95 $213,797 - $674,418
7,939 Added 200.03%
11,908 $325 Million
Q3 2024

Jan 13, 2025
BUY
$77.02 - $85.06 $305,692 - $337,603
3,969 New
3,969 $336 Million
Q2 2024

Jan 28, 2025
BUY
$75.81 - $80.15 $20,089 - $21,239
265 Added 7.16%
3,968 $307 Million
Q1 2024

Jan 28, 2025
SELL
$75.25 - $80.63 $36,270 - $38,863
-482 Reduced 11.52%
3,703 $299 Million
Q4 2023

Jan 28, 2025
SELL
$66.9 - $76.32 $178,355 - $203,469
-2,666 Reduced 38.91%
4,185 $319 Million
Q3 2023

Jan 28, 2025
BUY
$70.63 - $75.66 $180,812 - $193,689
2,560 Added 59.66%
6,851 $485 Million
Q2 2023

Jan 28, 2025
SELL
$69.18 - $73.94 $526,944 - $563,200
-7,617 Reduced 63.97%
4,291 $312 Million
Q1 2023

Jan 29, 2025
SELL
$70.28 - $78.03 $520,774 - $578,202
-7,410 Reduced 62.23%
4,498 $329 Million
Q4 2022

Jan 28, 2025
SELL
$67.16 - $79.06 $506,050 - $595,717
-7,535 Reduced 63.28%
4,373 $330 Million

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

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  • Ticker SCHD
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