Private Client Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Private Client Services, LLC

  • $202 Billion
  • Q1 2025

A detailed history of Private Client Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Client Services, LLC holds 16,877 shares of SCHD stock, worth $450,615. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,877
Previous 16,841 0.21%
Holding current value
$450,615
Previous $460 Million 2.56%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Apr 08, 2025
BUY
$27.01 - $28.54 $972 - $1,027
36 Added 0.21%
16,877 $472 Million
Q4 2024

Jan 08, 2025
BUY
$26.93 - $84.95 $298,330 - $941,076
11,078 Added 192.23%
16,841 $460 Million
Q3 2024

Oct 03, 2024
BUY
$77.02 - $85.06 $20,487 - $22,625
266 Added 4.84%
5,763 $487 Million
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $14,297 - $15,319
-190 Reduced 3.34%
5,497 $443 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $380,460 - $434,031
5,687 New
5,687 $433 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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More about SCHD
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