Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Dividen Transaction History

Badgley Phelps Wealth Managers, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 3,457 shares of SCHD stock, worth $268,816. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,457
Previous 3,890 11.13%
Holding current value
$268,816
Previous $296,000 6.08%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $32,583 - $34,912
-433 Reduced 11.13%
3,457 $278,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $21,742 - $24,803
325 Added 9.12%
3,890 $296,000
Q3 2023

Nov 02, 2023
BUY
$70.63 - $75.66 $251,795 - $269,727
3,565 New
3,565 $252,000

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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