Wt Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Wt Wealth Management

  • $309 Million
  • Q4 2024

A detailed history of Wt Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wt Wealth Management holds 74,239 shares of SCHD stock, worth $2.05 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
74,239
Previous 74,709 0.63%
Holding current value
$2.05 Million
Previous $6.32 Million 67.89%
% of portfolio
0.66%
Previous 1.62%

Shares

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

Feb 04, 2025
SELL
$26.93 - $84.95 $12,657 - $39,926
-470 Reduced 0.63%
74,239 $2.03 Million
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $3.8 Million - $4.19 Million
49,277 Added 193.76%
74,709 $6.32 Million
Q2 2024

Oct 21, 2024
BUY
$75.81 - $80.15 $542,344 - $573,393
7,154 Added 39.14%
25,432 $1.98 Million
Q1 2024

Oct 21, 2024
BUY
$75.25 - $80.63 $18,662 - $19,996
248 Added 1.38%
18,278 $1.47 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $3,345 - $3,815
50 Added 0.28%
18,030 $1.37 Million
Q3 2023

Dec 04, 2023
SELL
$70.63 - $75.66 $468,488 - $501,852
-6,633 Reduced 26.95%
17,980 $1.27 Million
Q2 2023

Jul 25, 2023
SELL
$69.18 - $73.94 $1.36 Million - $1.46 Million
-19,725 Reduced 44.49%
24,613 $1.79 Million
Q1 2023

Apr 19, 2023
BUY
$70.28 - $78.03 $58,964 - $65,467
839 Added 1.93%
44,338 $3.24 Million
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $1.98 Million - $2.33 Million
29,493 Added 210.57%
43,499 $0
Q3 2022

Oct 20, 2022
BUY
$66.43 - $77.87 $930,418 - $1.09 Million
14,006 New
14,006 $930,000
Q1 2022

May 06, 2022
SELL
$75.14 - $81.94 $189,803 - $206,980
-2,526 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$74.93 - $80.86 $189,273 - $204,252
2,526 New
2,526 $204,000
Q3 2020

Oct 30, 2020
SELL
$50.37 - $58.54 $408,853 - $475,169
-8,117 Closed
0 $0
Q2 2020

Aug 04, 2020
SELL
$43.56 - $56.5 $127,413 - $165,262
-2,925 Reduced 26.49%
8,117 $420,000
Q1 2020

May 13, 2020
SELL
$39.5 - $59.28 $97,367 - $146,125
-2,465 Reduced 18.25%
11,042 $496,000
Q4 2019

Jan 27, 2020
SELL
$52.87 - $58.15 $26,593 - $29,249
-503 Reduced 3.59%
13,507 $782,000
Q3 2019

Nov 06, 2019
BUY
$54.39 - $55.76 $762,003 - $781,197
14,010 New
14,010 $767,000

Others Institutions Holding SCHD

# of Institutions
1,873
Shares Held
561M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Wt Wealth Management Portfolio

Follow Wt Wealth Management 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 Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email