Moran Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Moran Wealth Management, LLC

$3.08 Billion
Q4 2024

A detailed history of Moran Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moran Wealth Management, LLC holds 150,921 shares of SCHD stock, worth $4.16 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

150,921

Previous 35,369 326.7%

Holding current value

$4.16 Million

Previous $2.99 Million 37.94%

% of portfolio

0.13%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $3.11 Million - $9.82 Million	115,552 Added 326.7%	150,921 $4.12 Million
Q3 2024 Nov 08, 2024	SELL	$77.02 - $85.06 $87,648 - $96,798	-1,138 Reduced 3.12%	35,369 $2.99 Million
Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $105,830 - $111,889	-1,396 Reduced 3.68%	36,507 $2.84 Million
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $1.52 Million - $1.63 Million	-20,230 Reduced 34.8%	37,903 $3.06 Million
Q4 2023 Feb 07, 2024	SELL	$66.9 - $76.32 $460,138 - $524,928	-6,878 Reduced 10.58%	58,133 $4.43 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $88,852 - $95,180	1,258 Added 1.97%	65,011 $4.6 Million
Q2 2023 Aug 10, 2023	BUY	$69.18 - $73.94 $4.41 Million - $4.71 Million	63,753 New	63,753 $4.63 Million

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Moran Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History