Fonville Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 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 3,779 shares of SCHD stock, worth $103,128. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,779
Previous 3,965 4.69%
Holding current value
$103,128
Previous $309 Million 3.24%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
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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