A detailed history of Del Sette Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Del Sette Capital Management, LLC holds 13,929 shares of SCHD stock, worth $392,519. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,929
Previous 4,643 200.0%
Holding current value
$392,519
Previous $392,000 3.06%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$26.93 - $84.95 $250,071 - $788,845
9,286 Added 200.0%
13,929 $380,000
Q3 2024

Nov 04, 2024

BUY
$77.02 - $85.06 $5,853 - $6,464
76 Added 1.66%
4,643 $392,000
Q1 2024

May 03, 2024

SELL
$75.25 - $80.63 $127,699 - $136,829
-1,697 Reduced 27.09%
4,567 $368,000
Q4 2023

Feb 05, 2024

BUY
$66.9 - $76.32 $419,061 - $478,068
6,264 New
6,264 $476,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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