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

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024

A detailed history of Bkm Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 21,097 shares of SCHD stock, worth $619,196. This represents 0.73% of its overall portfolio holdings.

Number of Shares
21,097
Previous 7,962 164.97%
Holding current value
$619,196
Previous $619 Million 188.04%
% of portfolio
0.73%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $1.01 Million - $1.12 Million
13,135 Added 164.97%
21,097 $1.78 Billion
Q2 2024

Jul 24, 2024
BUY
$75.81 - $80.15 $181,337 - $191,718
2,392 Added 42.94%
7,962 $619 Million
Q1 2024

Apr 18, 2024
BUY
$75.25 - $80.63 $16,178 - $17,335
215 Added 4.01%
5,570 $449 Million
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $358,249 - $408,693
5,355 New
5,355 $408 Million

Others Institutions Holding SCHD

# of Institutions
1,753
Shares Held
275M
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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