Finer Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Finer Wealth Management, Inc.

  • $161 Million
  • Q3 2024

A detailed history of Finer Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 4,364 shares of SCHD stock, worth $121,450. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,364
Previous 4,564 4.38%
Holding current value
$121,450
Previous $354,000 3.95%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 13, 2024
SELL
$77.02 - $85.06 $15,404 - $17,012
-200 Reduced 4.38%
4,364 $368,000
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $16,526 - $17,472
218 Added 5.02%
4,564 $354,000
Q1 2024

Apr 26, 2024
SELL
$75.25 - $80.63 $28,971 - $31,042
-385 Reduced 8.14%
4,346 $350,000
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $602 - $686
-9 Reduced 0.19%
4,731 $360,000
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $27,969 - $29,961
396 Added 9.12%
4,740 $335,000
Q2 2023

Aug 14, 2023
SELL
$69.18 - $73.94 $26,495 - $28,319
-383 Reduced 8.1%
4,344 $315,000
Q1 2023

May 09, 2023
SELL
$70.28 - $78.03 $21,154 - $23,487
-301 Reduced 5.99%
4,727 $345,000
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $1,746 - $2,055
26 Added 0.52%
5,028 $379,000
Q3 2022

Nov 10, 2022
BUY
$66.43 - $77.87 $14,282 - $16,742
215 Added 4.49%
5,002 $332,000
Q2 2022

Aug 10, 2022
SELL
$70.31 - $80.24 $8,718 - $9,949
-124 Reduced 2.52%
4,787 $343,000
Q1 2022

Jun 06, 2022
SELL
$75.14 - $81.94 $29,830 - $32,530
-397 Reduced 7.48%
4,911 $387,000
Q4 2021

Jun 01, 2022
BUY
$74.93 - $80.86 $397,728 - $429,204
5,308 New
5,308 $429,000

Others Institutions Holding SCHD

# of Institutions
1,829
Shares Held
439M
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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