Bernardo Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 13,546 shares of SCHD stock, worth $379,694. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,546
Previous 13,048 3.82%
Holding current value
$379,694
Previous $376,000 1.6%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $13,411 - $42,305
498 Added 3.82%
13,546 $370,000
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $700,265 - $773,365
9,092 Added 229.83%
13,048 $376,000
Q2 2024

Jul 10, 2024
BUY
$75.81 - $80.15 $102,267 - $108,122
1,349 Added 51.75%
3,956 $307,000
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $196,176 - $210,202
2,607 New
2,607 $210,000
Q1 2021

Apr 23, 2021
SELL
$63.23 - $73.67 $517,221 - $602,620
-8,180 Closed
0 $0
Q4 2020

Feb 01, 2021
BUY
$54.8 - $65.16 $448,264 - $533,008
8,180 New
8,180 $524,000

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
Call Options Held
4.82M
Put Options Held
2.73M
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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