Epg Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Epg Wealth Management LLC holds 260 shares of SCHD stock, worth $7,420. This represents 0.0% of its overall portfolio holdings.

Number of Shares
260
Previous 678 61.65%
Holding current value
$7,420
Previous $57.3 Million 87.58%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Feb 14, 2025
SELL
$26.93 - $84.95 $11,256 - $35,509
-418 Reduced 61.65%
260 $7.12 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $52,219 - $57,670
678 New
678 $57.3 Million
Q2 2024

Aug 13, 2024
SELL
$75.81 - $80.15 $727,776 - $769,440
-9,600 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $1,053 - $1,128
14 Added 0.15%
9,600 $774,000
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $7,024 - $8,013
-105 Reduced 1.08%
9,586 $729,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $1,271 - $1,361
18 Added 0.19%
9,691 $685,000
Q2 2023

Aug 15, 2023
BUY
$69.18 - $73.94 $1,176 - $1,256
17 Added 0.18%
9,673 $702,000
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $22,208 - $24,657
316 Added 3.38%
9,656 $706,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $138,080 - $162,547
2,056 Added 28.23%
9,340 $705,000
Q3 2022

Nov 15, 2022
BUY
$66.43 - $77.87 $5,712 - $6,696
86 Added 1.19%
7,284 $484,000
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $1,195 - $1,364
17 Added 0.24%
7,198 $516,000
Q1 2022

May 10, 2022
BUY
$75.14 - $81.94 $51,696 - $56,374
688 Added 10.6%
7,181 $566,000
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $1,049 - $1,132
14 Added 0.22%
6,493 $525,000
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $964 - $1,015
13 Added 0.2%
6,479 $481,000
Q2 2021

Aug 09, 2021
SELL
$73.32 - $77.65 $42,965 - $45,502
-586 Reduced 8.31%
6,466 $489,000
Q1 2021

May 10, 2021
BUY
$63.23 - $73.67 $758 - $884
12 Added 0.17%
7,052 $514,000
Q4 2020

Jan 29, 2021
BUY
$54.8 - $65.16 $876 - $1,042
16 Added 0.23%
7,040 $452,000
Q3 2020

Nov 02, 2020
BUY
$50.37 - $58.54 $856 - $995
17 Added 0.24%
7,024 $388,000
Q2 2020

Aug 06, 2020
BUY
$43.56 - $56.5 $653 - $847
15 Added 0.21%
7,007 $363,000
Q1 2020

May 05, 2020
BUY
$39.5 - $59.28 $251,062 - $376,783
6,356 Added 999.37%
6,992 $315,000
Q4 2019

Feb 14, 2020
BUY
$52.87 - $58.15 $33,625 - $36,983
636 New
636 $37,000

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
Call Options Held
4.82M
Put Options Held
2.73M
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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