Woodmont Investment Counsel LLC Schwab Strategic Tr Us Dividen Transaction History

Woodmont Investment Counsel LLC

  • $1.36 Billion
  • Q1 2025

A detailed history of Woodmont Investment Counsel LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 9,652 shares of SCHD stock, worth $245,546. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,652
Previous 12,445 22.44%
Holding current value
$245,546
Previous $339,000 20.65%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$27.01 - $28.54 $75,438 - $79,712
-2,793 Reduced 22.44%
9,652 $269,000
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $268,626 - $847,376
9,975 Added 403.85%
12,445 $339,000
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $190,239 - $210,098
2,470 New
2,470 $208,000
Q1 2024

Apr 18, 2024
BUY
$75.25 - $80.63 $145,985 - $156,422
1,940 New
1,940 $156,000

Others Institutions Holding SCHD

# of Institutions
1,964
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
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  • Sector ETFs
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More about SCHD
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