Calamos Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Calamos Wealth Management LLC

  • $1.89 Billion
  • Q3 2024

A detailed history of Calamos Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Calamos Wealth Management LLC holds 2,727 shares of SCHD stock, worth $73,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,727
Previous 2,727 -0.0%
Holding current value
$73,847
Previous $212,000 8.49%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$75.81 - $80.15 $68,759 - $72,696
-907 Reduced 24.96%
2,727 $212,000
Q1 2024

May 08, 2024
BUY
$75.25 - $80.63 $526 - $564
7 Added 0.19%
3,634 $293,000
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $242,646 - $276,812
3,627 New
3,627 $276,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $199,314 - $221,293
2,836 New
2,836 $207,000

Others Institutions Holding SCHD

# of Institutions
1,760
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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