Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Dividen Transaction History

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 31,096 shares of SCHD stock, worth $877,218. This represents 1.04% of its overall portfolio holdings.

Number of Shares
31,096
Previous 27,475 13.18%
Holding current value
$877,218
Previous $2.14 Billion 99.88%
% of portfolio
1.04%
Previous 0.92%

Shares

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

Dec 12, 2024
BUY
$77.02 - $85.06 $278,889 - $308,002
3,621 Added 13.18%
31,096 $2.63 Million
Q2 2024

Dec 12, 2024
BUY
$75.81 - $80.15 $2.08 Million - $2.2 Million
27,475 New
27,475 $2.14 Billion
Q1 2024

Jul 31, 2024
BUY
$75.25 - $80.63 $578,672 - $620,044
7,690 New
7,690 $620 Million

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
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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