Eisner Amper Wealth Management Corporate Benefits, LLC Schwab Strategic Tr Us Dividen Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 116,195 shares of SCHD stock, worth $9.79 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
116,195
Previous 121,740 4.55%
Holding current value
$9.79 Million
Previous $8.61 Million 2.69%
% of portfolio
3.23%
Previous 3.84%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024
SELL
$66.9 - $76.32 $370,960 - $423,194
-5,545 Reduced 4.55%
116,195 $8.85 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $7.69 Million - $8.24 Million
108,942 Added 851.24%
121,740 $8.61 Million
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $577,376 - $617,103
8,346 Added 187.47%
12,798 $929,000
Q1 2023

Apr 04, 2023
BUY
$70.28 - $78.03 $2,600 - $2,887
37 Added 0.84%
4,452 $326,000
Q4 2022

Jan 03, 2023
BUY
$67.16 - $79.06 $296,511 - $349,049
4,415 New
4,415 $333,000
Q2 2022

Jul 01, 2022
SELL
$70.31 - $80.24 $181,821 - $207,500
-2,586 Closed
0 $0
Q1 2022

Apr 01, 2022
BUY
$75.14 - $81.94 $1,277 - $1,392
17 Added 0.66%
2,586 $204,000
Q4 2021

Jan 03, 2022
BUY
$74.93 - $80.86 $192,495 - $207,729
2,569 New
2,569 $208,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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