Duncan Williams Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Duncan Williams Asset Management, LLC

  • $119 Billion
  • Q2 2024

A detailed history of Duncan Williams Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 280,211 shares of SCHD stock, worth $23.7 Million. This represents 18.37% of its overall portfolio holdings.

Number of Shares
280,211
Previous 252,730 10.87%
Holding current value
$23.7 Million
Previous $20.4 Billion 6.93%
% of portfolio
18.37%
Previous 18.36%

Shares

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

Jul 11, 2024
BUY
$75.81 - $80.15 $2.08 Million - $2.2 Million
27,481 Added 10.87%
280,211 $21.8 Billion
Q1 2024

Apr 03, 2024
BUY
$75.25 - $80.63 $19 Million - $20.4 Million
252,730 New
252,730 $20.4 Billion

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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