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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Modern Wealth Management, LLC holds 358,544 shares of SCHD stock, worth $10.2 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
358,544
Previous 25,169 1324.55%
Holding current value
$10.2 Million
Previous $2.13 Billion 366.48%
% of portfolio
0.35%
Previous 0.13%

Shares

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

Feb 11, 2025
BUY
$26.93 - $84.95 $8.98 Million - $28.3 Million
333,375 Added 1324.55%
358,544 $9.92 Billion
Q3 2024

Nov 05, 2024
SELL
$77.02 - $85.06 $18.9 Million - $20.8 Million
-244,992 Reduced 90.68%
25,169 $2.13 Billion
Q2 2024

Aug 07, 2024
BUY
$75.81 - $80.15 $20.5 Million - $21.7 Million
270,161 New
270,161 $21 Billion

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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