Benchmark Financial Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 101,324 shares of SCHD stock, worth $2.9 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
101,324
Previous 94,938 6.73%
Holding current value
$2.9 Million
Previous $7.38 Million 16.01%
% of portfolio
2.86%
Previous 2.74%

Shares

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

Oct 30, 2024
BUY
$77.02 - $85.06 $491,849 - $543,193
6,386 Added 6.73%
101,324 $8.56 Million
Q2 2024

Jul 23, 2024
BUY
$75.81 - $80.15 $1.17 Million - $1.24 Million
15,456 Added 19.45%
94,938 $7.38 Million
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $1.34 Million - $1.43 Million
17,787 Added 28.83%
79,482 $6.41 Million
Q4 2023

Jan 23, 2024
BUY
$66.9 - $76.32 $4.13 Million - $4.71 Million
61,695 New
61,695 $4.7 Million

Others Institutions Holding SCHD

# of Institutions
1,752
Shares Held
275M
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
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email