Calamos Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Calamos Wealth Management LLC

  • $1.92 Billion
  • Q1 2025

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 8,719 shares of SCHD stock, worth $228,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,719
Previous 8,183 6.55%
Holding current value
$228,176
Previous $223,000 8.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 28, 2025
BUY
$27.01 - $28.54 $14,477 - $15,297
536 Added 6.55%
8,719 $243,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $146,930 - $463,487
5,456 Added 200.07%
8,183 $223,000
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
1,996
Shares Held
887M
Call Options Held
4.89M
Put Options Held
2.23M
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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