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

Fma Wealth Management, LLC

  • $124 Billion
  • Q2 2024

A detailed history of Fma Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fma Wealth Management, LLC holds 29,873 shares of SCHD stock, worth $2.47 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
29,873
Previous 29,867 0.02%
Holding current value
$2.47 Million
Previous $2.41 Billion 3.59%
% of portfolio
1.88%
Previous 2.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $454 - $480
6 Added 0.02%
29,873 $2.32 Billion
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $124,087 - $132,958
1,649 Added 5.84%
29,867 $2.41 Billion
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $1.89 Million - $2.15 Million
28,218 New
28,218 $2.15 Billion

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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 Fma Wealth Management, LLC Portfolio

Follow Fma Wealth 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 Fma Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fma Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email