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

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Executive Wealth Management, LLC holds 12,697 shares of SCHD stock, worth $337,359. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,697
Previous 4,695 170.44%
Holding current value
$337,359
Previous $396,000 12.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $215,493 - $679,769
8,002 Added 170.44%
12,697 $346,000
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $361,608 - $399,356
4,695 New
4,695 $396,000
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $69,154 - $74,098
-919 Reduced 23.77%
2,947 $237,000
Q4 2023

Jan 26, 2024
BUY
$66.9 - $76.32 $30,974 - $35,336
463 Added 13.61%
3,866 $294,000
Q3 2023

Nov 07, 2023
SELL
$70.63 - $75.66 $178,270 - $190,965
-2,524 Reduced 42.58%
3,403 $240,000
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $16,464 - $17,597
238 Added 4.18%
5,927 $430,000
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $35,842 - $39,795
510 Added 9.85%
5,689 $416,000
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $347,821 - $409,451
5,179 New
5,179 $391,000
Q3 2019

Oct 30, 2019
SELL
$54.39 - $55.76 $18,329 - $18,791
-337 Reduced 10.42%
2,896 $158,000
Q2 2019

Aug 01, 2019
SELL
N/A
-311 Reduced 8.78%
3,233 $172,000
Q1 2019

May 02, 2019
SELL
N/A
-600 Reduced 14.48%
3,544 $185,000
Q4 2018

Feb 19, 2019
BUY
N/A
4,144 New
4,144 $195,000

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
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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