49 Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 49 Wealth Management, LLC holds 19,599 shares of SCHD stock, worth $541,716. This represents 0.08% of its overall portfolio holdings.

Number of Shares
19,599
Previous 7,494 161.53%
Holding current value
$541,716
Previous $633 Million 15.47%
% of portfolio
0.08%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $325,987 - $1.03 Million
12,105 Added 161.53%
19,599 $535 Million
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $4,082 - $4,508
-53 Reduced 0.7%
7,494 $633 Million
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $46,926 - $49,612
619 Added 8.93%
7,547 $584 Million
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $107,005 - $114,655
1,422 Added 25.83%
6,928 $555 Million
Q4 2023

May 07, 2024
BUY
$66.9 - $76.32 $368,351 - $420,217
5,506 New
5,506 $419 Million

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
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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