Dominguez Wealth Management Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History

Dominguez Wealth Management Solutions, Inc.

$138 Billion
Q3 2024

A detailed history of Dominguez Wealth Management Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dominguez Wealth Management Solutions, Inc. holds 7,913 shares of SCHD stock, worth $217,370. This represents 0.48% of its overall portfolio holdings.

Number of Shares

7,913

Previous 7,859 0.69%

Holding current value

$217,370

Previous $611 Million 9.46%

% of portfolio

0.48%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$77.02 - $85.06 $4,159 - $4,593	54 Added 0.69%	7,913 $669 Million
Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $4,214 - $4,515	-56 Reduced 0.71%	7,859 $634 Million
Q4 2023 Jan 09, 2024	SELL	$66.9 - $76.32 $2,274 - $2,594	-34 Reduced 0.43%	7,915 $603 Million
Q3 2023 Oct 18, 2023	BUY	$70.63 - $75.66 $1,765 - $1,891	25 Added 0.32%	7,949 $562 Million
Q2 2023 Jul 13, 2023	SELL	$69.18 - $73.94 $1,452 - $1,552	-21 Reduced 0.26%	7,924 $575 Million
Q1 2023 Apr 24, 2023	SELL	$70.28 - $78.03 $19,889 - $22,082	-283 Reduced 3.44%	7,945 $581 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $552,592 - $650,505	8,228 New	8,228 $622 Million

Others Institutions Holding SCHD

# of Institutions

1,762

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dominguez Wealth Management Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dominguez Wealth Management Solutions, Inc. with notifications on news.

Account

Dominguez Wealth Management Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History