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

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 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 10,177 shares of SCHD stock, worth $283,022. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,177
Previous 6,396 59.12%
Holding current value
$283,022
Previous $497,000 73.04%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 17, 2024
BUY
$77.02 - $85.06 $291,212 - $321,611
3,781 Added 59.12%
10,177 $860,000
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $222,805 - $235,560
2,939 Added 85.02%
6,396 $497,000
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
1,759
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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