A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 23,163 shares of SCHD stock, worth $1.96 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
23,163
Previous 25,628 9.62%
Holding current value
$1.96 Million
Previous $2.07 Billion 12.84%
% of portfolio
1.34%
Previous 1.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$75.81 - $80.15 $186,871 - $197,569
-2,465 Reduced 9.62%
23,163 $1.8 Billion
Q1 2024

Apr 19, 2024

BUY
$75.25 - $80.63 $89,999 - $96,433
1,196 Added 4.9%
25,628 $2.07 Billion
Q4 2023

Feb 08, 2024

BUY
$66.9 - $76.32 $1.63 Million - $1.86 Million
24,432 New
24,432 $1.86 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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