A detailed history of Inscription Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Inscription Capital, LLC holds 40,932 shares of SCHD stock, worth $1.19 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
40,932
Previous 38,377 6.66%
Holding current value
$1.19 Million
Previous $2.98 Million 15.92%
% of portfolio
0.52%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$77.02 - $85.06 $196,786 - $217,328
2,555 Added 6.66%
40,932 $3.46 Million
Q2 2024

Jul 17, 2024

BUY
$75.81 - $80.15 $48,139 - $50,895
635 Added 1.68%
38,377 $2.98 Million
Q1 2024

Jul 17, 2024

BUY
$75.25 - $80.63 $2.84 Million - $3.04 Million
37,742 New
37,742 $3.04 Million
Q4 2023

Jan 18, 2024

BUY
$66.9 - $76.32 $36,460 - $41,594
545 Added 2.76%
20,279 $1.54 Million
Q3 2023

Oct 17, 2023

BUY
$70.63 - $75.66 $82,707 - $88,597
1,171 Added 6.31%
19,734 $1.4 Million
Q2 2023

Jul 14, 2023

BUY
$69.18 - $73.94 $88,688 - $94,791
1,282 Added 7.42%
18,563 $1.35 Million
Q1 2023

May 02, 2023

BUY
$70.28 - $78.03 $1.21 Million - $1.35 Million
17,281 New
17,281 $1.26 Million
Q1 2022

May 16, 2022

SELL
$75.14 - $81.94 $194,537 - $212,142
-2,589 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$74.93 - $80.86 $193,993 - $209,346
2,589 New
2,589 $209,000
Q3 2021

Nov 09, 2021

SELL
$74.23 - $78.13 $3.34 Million - $3.51 Million
-44,953 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$73.32 - $77.65 $3.3 Million - $3.49 Million
44,953 New
44,953 $3.4 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Inscription Capital, LLC Portfolio

Follow Inscription Capital, LLC 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 Inscription Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inscription Capital, LLC with notifications on news.