Blue Rock Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Rock Wealth Management LLC

  • $118 Billion
  • Q1 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 11,878 shares of SCHD stock, worth $315,598. This represents 0.28% of its overall portfolio holdings.

Number of Shares
11,878
Previous 154,792 92.33%
Holding current value
$315,598
Previous $4.23 Billion 92.15%
% of portfolio
0.28%
Previous 4.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
SELL
$27.01 - $28.54 $3.86 Million - $4.08 Million
-142,914 Reduced 92.33%
11,878 $332 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $4.17 Million - $13.1 Million
154,792 New
154,792 $4.23 Billion

Others Institutions Holding SCHD

# of Institutions
2,017
Shares Held
845M
Call Options Held
4.51M
Put Options Held
2.75M
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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