Aberdeen Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Aberdeen Wealth Management LLC

  • $141 Million
  • Q4 2024

A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 7,500 shares of SCHD stock, worth $209,400. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,500
Previous 2,500 200.0%
Holding current value
$209,400
Previous $211,000 3.32%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Feb 21, 2025
BUY
$26.93 - $84.95 $134,650 - $424,750
5,000 Added 200.0%
7,500 $204,000
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $187,325 - $202,150
2,500 New
2,500 $202,000
Q2 2021

Jul 23, 2021
SELL
$73.32 - $77.65 $183,299 - $194,125
-2,500 Closed
0 $0
Q1 2021

May 13, 2021
SELL
$63.23 - $73.67 $5,501 - $6,409
-87 Reduced 3.36%
2,500 $182,000
Q4 2020

Feb 10, 2021
BUY
$54.8 - $65.16 $141,767 - $168,568
2,587 New
2,587 $166,000

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
Track This Portfolio

Track Aberdeen Wealth Management LLC Portfolio

Follow Aberdeen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aberdeen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aberdeen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email