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

Fma Wealth Management, LLC

  • $134 Billion
  • Q4 2024

A detailed history of Fma Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fma Wealth Management, LLC holds 94,024 shares of SCHD stock, worth $2.61 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
94,024
Previous 31,116 202.17%
Holding current value
$2.61 Million
Previous $2.63 Billion 2.34%
% of portfolio
1.91%
Previous 1.91%

Shares

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

Feb 03, 2025
BUY
$26.93 - $84.95 $1.69 Million - $5.34 Million
62,908 Added 202.17%
94,024 $2.57 Billion
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $95,735 - $105,729
1,243 Added 4.16%
31,116 $2.63 Billion
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $454 - $480
6 Added 0.02%
29,873 $2.32 Billion
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $124,087 - $132,958
1,649 Added 5.84%
29,867 $2.41 Billion
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $1.89 Million - $2.15 Million
28,218 New
28,218 $2.15 Billion

Others Institutions Holding SCHD

# of Institutions
1,919
Shares Held
789M
Call Options Held
4.7M
Put Options Held
2.08M
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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