Williams Jones Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History

Williams Jones Wealth Management, Llc.

  • $8.14 Billion
  • Q4 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 9,678 shares of SCHD stock, worth $246,208. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,678
Previous 5,960 62.38%
Holding current value
$246,208
Previous $503,000 47.51%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$26.93 - $84.95 $100,125 - $315,844
3,718 Added 62.38%
9,678 $264,000
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $459,039 - $506,957
5,960 New
5,960 $503,000
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $196,402 - $210,444
2,610 New
2,610 $210,000
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $3,531 - $3,783
-50 Reduced 1.33%
3,716 $262,000
Q2 2023

Aug 14, 2023
SELL
$69.18 - $73.94 $4,704 - $5,027
-68 Reduced 1.77%
3,766 $273,000
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $269,453 - $299,167
3,834 New
3,834 $280,000

Others Institutions Holding SCHD

# of Institutions
1,965
Shares Held
851M
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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