Connecticut Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 9,676 shares of SCHD stock, worth $264,058. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,676
Previous 9,676 -0.0%
Holding current value
$264,058
Previous $752,000 8.64%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$70.63 - $75.66 $45,909 - $49,179
-650 Reduced 6.29%
9,676 $684,000
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $725,711 - $805,737
10,326 New
10,326 $755,000

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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