Abound Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Abound Wealth Management holds 1,515 shares of SCHD stock, worth $44,601. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,515

Previous 2,282 33.61%

Holding current value

$44,601

Previous $177 Million 27.82%

% of portfolio

0.04%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$77.02 - $85.06 $59,074 - $65,241	-767 Reduced 33.61%	1,515 $128 Million
Q2 2024 Aug 09, 2024	SELL	$75.81 - $80.15 $9,021 - $9,537	-119 Reduced 4.96%	2,282 $177 Million
Q1 2024 Aug 08, 2024	SELL	$75.25 - $80.63 $6,697 - $7,176	-89 Reduced 3.57%	2,401 $194 Million
Q4 2023 Aug 08, 2024	BUY	$66.9 - $76.32 $55,527 - $63,345	830 Added 50.0%	2,490 $190 Million
Q3 2023 Aug 08, 2024	BUY	$70.63 - $75.66 $36,162 - $38,737	512 Added 44.6%	1,660 $117 Million
Q2 2023 Aug 08, 2024	BUY	$69.18 - $73.94 $415 - $443	6 Added 0.53%	1,148 $83.3 Million
Q1 2023 Aug 07, 2024	BUY	$70.28 - $78.03 $80,259 - $89,110	1,142 New	1,142 $83.5 Million
Q3 2022 Aug 07, 2024	SELL	$66.43 - $77.87 $13,950 - $16,352	-210 Reduced 18.39%	932 $61.9 Million
Q2 2022 Aug 12, 2024	SELL	$70.31 - $80.24 $94,918 - $108,324	-1,350 Reduced 59.16%	932 $66.7 Million
Q1 2022 Aug 12, 2024	SELL	$75.14 - $81.94 $601 - $655	-8 Reduced 0.85%	932 $73.5 Million
Q4 2021 Aug 12, 2024	SELL	$74.93 - $80.86 $100,556 - $108,514	-1,342 Reduced 58.81%	940 $76 Million

Others Institutions Holding SCHD

# of Institutions

1,757

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Abound Wealth Management Schwab Strategic Tr Us Dividen Transaction History