Family Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Family Asset Management, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Asset Management, LLC holds 182 shares of SCHD stock, worth $4,699. This represents 0.01% of its overall portfolio holdings.

Number of Shares
182
Previous 604 69.87%
Holding current value
$4,699
Previous $47 Million 67.18%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$77.02 - $85.06 $32,502 - $35,895
-422 Reduced 69.87%
182 $15.4 Million
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $43,439 - $45,925
573 Added 1848.39%
604 $47 Million
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $2,073 - $2,365
31 New
31 $2.35 Million

Others Institutions Holding SCHD

# of Institutions
1,976
Shares Held
845M
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
Track This Portfolio

Track Family Asset Management, LLC Portfolio

Follow Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email