Silvia Mccoll Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Silvia Mccoll Wealth Management, LLC

$133 Billion
Q4 2024

A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 699,122 shares of SCHD stock, worth $19.5 Million. This represents 14.31% of its overall portfolio holdings.

Number of Shares

699,122

Previous 232,010 201.33%

Holding current value

$19.5 Million

Previous $19.6 Billion 2.61%

% of portfolio

14.31%

Previous 14.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $12.6 Million - $39.7 Million	467,112 Added 201.33%	699,122 $19.1 Billion
Q3 2024 Oct 02, 2024	BUY	$77.02 - $85.06 $1.8 Million - $1.99 Million	23,406 Added 11.22%	232,010 $19.6 Billion
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $166,402 - $175,929	2,195 Added 1.06%	208,604 $16.2 Billion
Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $407,779 - $436,933	-5,419 Reduced 2.56%	206,409 $16.1 Billion
Q4 2023 Jan 09, 2024	BUY	$66.9 - $76.32 $481,746 - $549,580	7,201 Added 3.52%	211,828 $16.1 Billion
Q3 2023 Oct 17, 2023	BUY	$70.63 - $75.66 $577,824 - $618,974	8,181 Added 4.16%	204,627 $14.5 Billion
Q2 2023 Sep 05, 2023	BUY	$69.18 - $73.94 $718,365 - $767,792	10,384 Added 5.58%	196,446 $14.3 Billion
Q1 2023 Sep 05, 2023	BUY	$70.28 - $78.03 $978,227 - $1.09 Million	13,919 Added 8.09%	186,062 $13.6 Billion
Q4 2022 Sep 05, 2023	BUY	$67.16 - $79.06 $11.6 Million - $13.6 Million	172,143 New	172,143 $13 Billion

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Silvia Mccoll Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silvia Mccoll Wealth Management, LLC with notifications on news.

Account

Silvia Mccoll Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History