Summit Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,471 shares of SCHD stock, worth $506,833. This represents 0.28% of its overall portfolio holdings.

Number of Shares
17,471
Previous 18,730 6.72%
Holding current value
$506,833
Previous $1.46 Billion 1.4%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Oct 28, 2024
SELL
$77.02 - $85.06 $96,968 - $107,090
-1,259 Reduced 6.72%
17,471 $1.48 Billion
Q2 2024

Sep 11, 2024
SELL
$75.81 - $80.15 $72,853 - $77,024
-961 Reduced 4.88%
18,730 $1.46 Billion
Q1 2024

Sep 11, 2024
SELL
$75.25 - $80.63 $12,341 - $13,223
-164 Reduced 0.83%
19,691 $1.59 Billion
Q4 2023

Sep 11, 2024
SELL
$66.9 - $76.32 $103,561 - $118,143
-1,548 Reduced 7.23%
19,855 $1.51 Billion
Q3 2023

Sep 11, 2024
BUY
$70.63 - $75.66 $61,448 - $65,824
870 Added 4.24%
21,403 $1.51 Billion
Q2 2023

Sep 11, 2024
SELL
$69.18 - $73.94 $11,760 - $12,569
-170 Reduced 0.82%
20,533 $1.49 Billion
Q1 2023

Sep 11, 2024
BUY
$70.28 - $78.03 $14,477 - $16,074
206 Added 1.01%
20,703 $1.51 Billion
Q4 2022

Sep 11, 2024
BUY
$67.16 - $79.06 $37,811 - $44,510
563 Added 2.82%
20,497 $1.55 Billion
Q3 2022

Sep 11, 2024
BUY
$66.43 - $77.87 $374,000 - $438,408
5,630 Added 39.36%
19,934 $1.32 Billion
Q2 2022

Sep 11, 2024
BUY
$70.31 - $80.24 $507,356 - $579,011
7,216 Added 101.81%
14,304 $1.02 Billion
Q4 2021

Sep 10, 2024
BUY
$74.93 - $80.86 $146,787 - $158,404
1,959 Added 38.19%
7,088 $573 Million
Q3 2021

Sep 10, 2024
BUY
$74.23 - $78.13 $59,309 - $62,425
799 Added 18.45%
5,129 $381 Million
Q2 2021

Sep 10, 2024
BUY
$73.32 - $77.65 $317,475 - $336,224
4,330 New
4,330 $327 Million

Others Institutions Holding SCHD

# of Institutions
1,734
Shares Held
271M
Call Options Held
1.7M
Put Options Held
736K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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