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 1,348 shares of SCHD stock, worth $39,186. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,348
Previous 50 2596.0%
Holding current value
$39,186
Previous $3,000 3666.67%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$77.02 - $85.06 $99,971 - $110,407
1,298 Added 2596.0%
1,348 $113,000
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
Q3 2022

Oct 10, 2024

SELL
$66.43 - $77.87 $2,856 - $3,348
-43 Reduced 86.0%
7 $465,000
Q1 2022

Oct 17, 2024

SELL
$75.14 - $81.94 $98,658 - $107,587
-1,313 Reduced 97.4%
35 $2.76 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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