A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 72,634 shares of SCHD stock, worth $2.08 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
72,634
Previous 55,825 30.11%
Holding current value
$2.08 Million
Previous $4.34 Billion 40.82%
% of portfolio
2.22%
Previous 1.91%

Shares

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

Oct 09, 2024

BUY
$77.02 - $85.06 $1.29 Million - $1.43 Million
16,809 Added 30.11%
72,634 $6.11 Billion
Q2 2024

Jul 16, 2024

BUY
$75.81 - $80.15 $915,860 - $968,292
12,081 Added 27.62%
55,825 $4.34 Billion
Q1 2024

Apr 17, 2024

BUY
$75.25 - $80.63 $3.29 Million - $3.53 Million
43,744 New
43,744 $3.53 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Foguth Wealth Management, Llc. Portfolio

Follow Foguth 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 Foguth Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Foguth Wealth Management, Llc. with notifications on news.