Altus Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Altus Wealth Group LLC holds 13,756 shares of SCHD stock, worth $372,512. This represents 0.51% of its overall portfolio holdings.

Number of Shares
13,756
Previous 13,192 4.28%
Holding current value
$372,512
Previous $1.03 Million 13.37%
% of portfolio
0.51%
Previous 0.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$77.02 - $85.06 $43,439 - $47,973
564 Added 4.28%
13,756 $1.16 Million
Q2 2024

Aug 05, 2024
BUY
$75.81 - $80.15 $120,916 - $127,839
1,595 Added 13.75%
13,192 $1.03 Million
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $33,937 - $36,364
451 Added 4.05%
11,597 $935,000
Q4 2023

Jan 29, 2024
SELL
$66.9 - $76.32 $56,129 - $64,032
-839 Reduced 7.0%
11,146 $848,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $13,349 - $14,299
189 Added 1.6%
11,985 $848,000
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $63,576 - $67,950
919 Added 8.45%
11,796 $856,000
Q4 2022

Jan 18, 2023
BUY
$67.16 - $79.06 $730,499 - $859,935
10,877 New
10,877 $0
Q2 2022

Aug 10, 2022
SELL
$70.31 - $80.24 $225,062 - $256,848
-3,201 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$75.14 - $81.94 $240,523 - $262,289
3,201 New
3,201 $253,000
Q2 2021

Aug 12, 2021
SELL
$73.32 - $77.65 $22,435 - $23,760
-306 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$54.8 - $65.16 $16,768 - $19,938
306 New
306 $20,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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