Sagace Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Sagace Wealth Management LLC

  • $132 Billion
  • Q1 2025

A detailed history of Sagace Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sagace Wealth Management LLC holds 44,334 shares of SCHD stock, worth $1.18 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
44,334
Previous 44,244 0.2%
Holding current value
$1.18 Million
Previous $1.21 Billion 2.55%
% of portfolio
0.94%
Previous 0.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$27.01 - $28.54 $2,430 - $2,568
90 Added 0.2%
44,334 $1.24 Billion
Q4 2024

Jan 14, 2025
SELL
$26.93 - $84.95 $96,436 - $304,205
-3,581 Reduced 7.49%
44,244 $1.21 Billion
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $2.44 Million - $2.69 Million
31,672 Added 196.08%
47,825 $1.37 Billion
Q2 2024

Jul 23, 2024
BUY
$75.81 - $80.15 $1.22 Million - $1.29 Million
16,153 New
16,153 $1.31 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Sagace Wealth Management LLC Portfolio

Follow Sagace Wealth Management 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 Sagace Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagace Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email