Fiduciary Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History

Fiduciary Family Office, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Fiduciary Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Family Office, LLC holds 5,070 shares of SCHD stock, worth $139,830. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,070
Previous 5,000 1.4%
Holding current value
$139,830
Previous $389 Million 10.23%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 30, 2024
BUY
$77.02 - $85.06 $5,391 - $5,954
70 Added 1.4%
5,070 $429 Million
Q1 2024

May 07, 2024
SELL
$75.25 - $80.63 $45,150 - $48,378
-600 Reduced 10.71%
5,000 $403 Million
Q4 2023

May 07, 2024
BUY
$66.9 - $76.32 $374,640 - $427,391
5,600 New
5,600 $426 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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