National Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, National Wealth Management Group, LLC holds 11,524 shares of SCHD stock, worth $328,894. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,524
Previous 3,903 195.26%
Holding current value
$328,894
Previous $330 Million 4.58%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Feb 12, 2025
BUY
$26.93 - $84.95 $205,233 - $647,403
7,621 Added 195.26%
11,524 $315 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $11,630 - $12,844
151 Added 4.02%
3,903 $330 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $10,765 - $11,381
142 Added 3.93%
3,752 $292 Million
Q1 2024

May 17, 2024
BUY
$75.25 - $80.63 $15,125 - $16,206
201 Added 5.9%
3,610 $291 Million
Q4 2023

Feb 01, 2024
SELL
$66.9 - $76.32 $30,171 - $34,420
-451 Reduced 11.68%
3,409 $260 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $9,323 - $9,987
132 Added 3.54%
3,860 $273 Million
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $257,903 - $275,648
3,728 New
3,728 $277 Million
Q2 2022

Nov 17, 2023
BUY
$70.31 - $80.24 $282,997 - $322,966
4,025 New
4,025 $288 Million
Q1 2022

Nov 17, 2023
SELL
$75.14 - $81.94 $191,682 - $209,028
-2,551 Closed
0 $0
Q4 2021

Nov 17, 2023
SELL
$74.93 - $80.86 $98,083 - $105,845
-1,309 Reduced 33.91%
2,551 $206 Million

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
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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