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 $2.08 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
74,239
Previous 74,709 0.63%
Holding current value
$2.08 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
1,949
Shares Held
833M
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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