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

Angeles Wealth Management, LLC

$997 Million
Q1 2024

A detailed history of Angeles Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 355 shares of SCHD stock, worth $27,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares

355

Previous 357 0.56%

Holding current value

$27,374

Previous $27,000 3.7%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$75.25 - $80.63 $150 - $161	-2 Reduced 0.56%	355 $28,000
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $106,237 - $121,196	-1,588 Reduced 81.65%	357 $27,000
Q3 2023 Oct 27, 2023	SELL	$70.63 - $75.66 $345,380 - $369,977	-4,890 Reduced 71.54%	1,945 $137,000
Q2 2023 Aug 10, 2023	BUY	$69.18 - $73.94 $2,075 - $2,218	30 Added 0.44%	6,835 $496,000
Q1 2023 May 11, 2023	SELL	$70.28 - $78.03 $68,171 - $75,689	-970 Reduced 12.48%	6,805 $497,000

Q4 2022 Feb 14, 2023	BUY	$73.08 - $79.06 $94,638 - $102,382	1,295 Added 19.98%	7,775 $587,000
Q3 2022 Nov 03, 2022	BUY	N/A	64 Added 1.0%	6,480 $430,000
Q2 2022 Aug 04, 2022	BUY	N/A	6,416 New	6,416 $460,000

Others Institutions Holding SCHD

# of Institutions

1,647

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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