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

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 9,511 shares of SCHD stock, worth $262,123. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,511
Previous 3,078 209.0%
Holding current value
$262,123
Previous $260 Million 0.46%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 21, 2025
BUY
$26.93 - $84.95 $173,240 - $546,483
6,433 Added 209.0%
9,511 $259 Million
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $4,313 - $4,763
56 Added 1.85%
3,078 $260 Million
Q2 2024

Jul 26, 2024
BUY
$75.81 - $80.15 $229,097 - $242,213
3,022 New
3,022 $235 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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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