Wr Wealth Planners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 50 shares of SCHD stock, worth $4,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 64 21.88%
Holding current value
$4,226
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024
SELL
$75.81 - $80.15 $1,061 - $1,122
-14 Reduced 21.88%
50 $3,000
Q1 2024

Jul 31, 2024
BUY
$75.25 - $80.63 $4,816 - $5,160
64 New
64 $5,000
Q3 2023

Aug 01, 2024
SELL
$70.63 - $75.66 $8,475 - $9,079
-120 Reduced 14.63%
700 $49.5 Million
Q2 2023

Aug 01, 2024
BUY
$69.18 - $73.94 $53,268 - $56,933
770 Added 1540.0%
820 $59.6 Million
Q1 2023

Aug 01, 2024
SELL
$70.28 - $78.03 $1,967 - $2,184
-28 Reduced 56.0%
22 $1.61 Million

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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