A detailed history of Gerber, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gerber, LLC holds 3,016 shares of SCHD stock, worth $88,519. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,016
Previous 3,798 20.59%
Holding current value
$88,519
Previous $295 Million 13.68%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Oct 21, 2024

SELL
$77.02 - $85.06 $60,229 - $66,516
-782 Reduced 20.59%
3,016 $255 Million
Q2 2024

Jul 19, 2024

BUY
$75.81 - $80.15 $682 - $721
9 Added 0.24%
3,798 $295 Million
Q4 2023

Mar 05, 2024

BUY
$66.9 - $76.32 $253,484 - $289,176
3,789 New
3,789 $288 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Gerber, LLC Portfolio

Follow Gerber, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gerber, LLC with notifications on news.