Ae Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ae Wealth Management LLC holds 275,169 shares of SCHD stock, worth $7.76 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
275,169
Previous 144,997 89.78%
Holding current value
$7.76 Million
Previous $12.3 Million 38.67%
% of portfolio
0.07%
Previous 0.13%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $3.51 Million - $11.1 Million
130,172 Added 89.78%
275,169 $7.52 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $3.7 Million - $4.09 Million
48,104 Added 49.65%
144,997 $12.3 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $270,944 - $286,456
3,574 Added 3.83%
96,893 $7.53 Million
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $40.8 Million - $43.7 Million
-541,683 Reduced 85.3%
93,319 $7.52 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $8.15 Million - $9.3 Million
121,860 Added 23.75%
635,002 $48.3 Million
Q3 2023

Oct 11, 2023
BUY
$70.63 - $75.66 $6.2 Million - $6.65 Million
87,832 Added 20.65%
513,142 $36.3 Million
Q2 2023

Jul 10, 2023
BUY
$69.18 - $73.94 $12.3 Million - $13.2 Million
178,319 Added 72.2%
425,310 $30.9 Million
Q1 2023

Apr 14, 2023
BUY
$70.28 - $78.03 $8.48 Million - $9.42 Million
120,666 Added 95.52%
246,991 $18.1 Million
Q4 2022

Jan 31, 2023
BUY
$67.16 - $79.06 $1.76 Million - $2.07 Million
26,158 Added 26.11%
126,325 $9.54 Million
Q3 2022

Oct 25, 2022
SELL
$66.43 - $77.87 $630,022 - $738,519
-9,484 Reduced 8.65%
100,167 $6.65 Million
Q2 2022

Aug 03, 2022
SELL
$70.31 - $80.24 $11.4 Million - $13 Million
-161,974 Reduced 59.63%
109,651 $7.85 Million
Q1 2022

Apr 18, 2022
BUY
$75.14 - $81.94 $2.8 Million - $3.05 Million
37,224 Added 15.88%
271,625 $21.4 Million
Q4 2021

Jan 20, 2022
SELL
$74.93 - $80.86 $3.73 Million - $4.03 Million
-49,782 Reduced 17.52%
234,401 $18.9 Million
Q3 2021

Nov 01, 2021
BUY
$74.23 - $78.13 $7.42 Million - $7.81 Million
99,915 Added 54.22%
284,183 $21.1 Million
Q2 2021

Jul 21, 2021
BUY
$73.32 - $77.65 $3.06 Million - $3.24 Million
41,739 Added 29.28%
184,268 $13.9 Million
Q1 2021

Apr 27, 2021
SELL
$63.23 - $73.67 $38.3 Million - $44.7 Million
-606,102 Reduced 80.96%
142,529 $10.4 Million
Q4 2020

Feb 01, 2021
BUY
$54.8 - $65.16 $28 Million - $33.4 Million
511,830 Added 216.14%
748,631 $48 Million
Q3 2020

Nov 06, 2020
SELL
$50.37 - $58.54 $1.86 Million - $2.17 Million
-37,015 Reduced 13.52%
236,801 $13.1 Million
Q2 2020

Aug 05, 2020
SELL
$43.56 - $56.5 $2.07 Million - $2.68 Million
-47,487 Reduced 14.78%
273,816 $14.2 Million
Q1 2020

May 07, 2020
BUY
$39.5 - $59.28 $10.6 Million - $15.9 Million
268,724 Added 511.09%
321,303 $14.5 Million
Q4 2019

Jan 15, 2020
BUY
$52.87 - $58.15 $1.27 Million - $1.4 Million
24,085 Added 84.53%
52,579 $3.05 Million
Q3 2019

Nov 05, 2019
SELL
$54.39 - $55.76 $317,528 - $325,526
-5,838 Reduced 17.0%
28,494 $1.56 Million
Q2 2019

Jul 22, 2019
BUY
N/A
3,966 Added 13.06%
34,332 $1.82 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,593 Reduced 4.98%
30,366 $1.59 Million
Q4 2018

Feb 15, 2019
BUY
N/A
2,944 Added 10.15%
31,959 $1.5 Million
Q3 2018

Nov 14, 2018
BUY
N/A
9,822 Added 51.17%
29,015 $1.54 Million
Q2 2018

Aug 15, 2018
BUY
N/A
3,744 Added 24.23%
19,193 $946,000
Q1 2018

May 14, 2018
BUY
N/A
4,228 Added 37.68%
15,449 $757,000
Q4 2017

Feb 06, 2018
BUY
N/A
1,362 Added 13.81%
11,221 $574,000
Q3 2017

Nov 08, 2017
BUY
N/A
2,298 Added 30.39%
9,859 $461,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,561
7,561 $341,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
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
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More about SCHD
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