9258 Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

9258 Wealth Management, LLC

  • $634 Million
  • Q1 2024

A detailed history of 9258 Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 8,407 shares of SCHD stock, worth $653,728. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,407
Holding current value
$653,728
% of portfolio
0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $632,626 - $677,856
8,407 New
8,407 $677,000
Q1 2022

May 13, 2022
SELL
N/A
-979 Reduced 25.06%
2,928 $231,000
Q4 2021

Feb 11, 2022
BUY
N/A
3,907 New
3,907 $316,000

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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