Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 8,039 shares of SCHD stock, worth $235,944. This represents 0.55% of its overall portfolio holdings.

Number of Shares
8,039
Previous 7,731 3.98%
Holding current value
$235,944
Previous $601 Million 13.04%
% of portfolio
0.55%
Previous 0.54%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $23,722 - $26,198
308 Added 3.98%
8,039 $680 Million
Q2 2024

Aug 09, 2024
SELL
$75.81 - $80.15 $187,478 - $198,210
-2,473 Reduced 24.24%
7,731 $601 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $767,851 - $822,748
10,204 New
10,204 $823 Million

Others Institutions Holding SCHD

# of Institutions
1,757
Shares Held
276M
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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