Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Dividen Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 632,126 shares of SCHD stock, worth $17.1 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

632,126

Previous 644,647 1.94%

Holding current value

$17.1 Million

Previous $50.1 Million 6.6%

% of portfolio

2.47%

Previous 2.53%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.02 - $85.06 $964,367 - $1.07 Million	-12,521 Reduced 1.94%	632,126 $53.4 Million
Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $1.12 Million - $1.18 Million	-14,723 Reduced 2.23%	644,647 $50.1 Million
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $1.25 Million - $1.34 Million	-16,627 Reduced 2.46%	659,370 $53.2 Million
Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $5.64 Million - $6.43 Million	-84,300 Reduced 11.09%	675,997 $51.5 Million
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $271,854 - $291,215	3,849 Added 0.51%	760,297 $53.8 Million
Q2 2023 Aug 10, 2023	SELL	$69.18 - $73.94 $1.53 Million - $1.64 Million	-22,188 Reduced 2.85%	756,448 $54.9 Million
Q1 2023 May 15, 2023	SELL	$70.28 - $78.03 $2.56 Million - $2.85 Million	-36,488 Reduced 4.48%	778,636 $57 Million
Q4 2022 Feb 08, 2023	BUY	$67.16 - $79.06 $5.66 Million - $6.67 Million	84,308 Added 11.54%	815,124 $61.6 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $2.59 Million - $3.04 Million	38,989 Added 5.64%	730,816 $48.5 Million
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $3.71 Million - $4.24 Million	52,835 Added 8.27%	691,827 $49.5 Million
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $5.65 Million - $6.17 Million	75,253 Added 13.35%	638,992 $50.4 Million
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $2.67 Million - $2.89 Million	35,696 Added 6.76%	563,739 $45.6 Million
Q3 2021 Nov 15, 2021	BUY	$74.23 - $78.13 $3.55 Million - $3.74 Million	47,864 Added 9.97%	528,043 $39.2 Million
Q2 2021 Aug 11, 2021	BUY	$73.32 - $77.65 $3.6 Million - $3.81 Million	49,059 Added 11.38%	480,179 $36.3 Million
Q1 2021 May 07, 2021	BUY	$63.23 - $73.67 $2.37 Million - $2.76 Million	37,413 Added 9.5%	431,120 $31.4 Million
Q4 2020 Feb 09, 2021	BUY	$54.8 - $65.16 $21.6 Million - $25.7 Million	393,707 New	393,707 $25.3 Million
Q3 2020 Nov 02, 2020	SELL	$50.37 - $58.54 $19.6 Million - $22.8 Million	-388,712 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$43.56 - $56.5 $2.1 Million - $2.72 Million	48,131 Added 14.13%	388,712 $20.1 Million
Q1 2020 May 05, 2020	BUY	$39.5 - $59.28 $13.5 Million - $20.2 Million	340,581 New	340,581 $15.3 Million

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Dividen Transaction History