Fonville Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fonville Wealth Management LLC holds 11,338 shares of SCHD stock, worth $314,742. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,338
Previous 3,779 200.03%
Holding current value
$314,742
Previous $319 Million 3.02%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $203,563 - $642,137
7,559 Added 200.03%
11,338 $310 Million
Q3 2024

Oct 28, 2024
SELL
$77.02 - $85.06 $14,325 - $15,821
-186 Reduced 4.69%
3,779 $319 Million
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $300,586 - $317,794
3,965 New
3,965 $309 Million

Others Institutions Holding SCHD

# of Institutions
1,948
Shares Held
833M
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
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