Glassman Wealth Services Schwab Strategic Tr Us Dividen Transaction History

Glassman Wealth Services

  • $494 Million
  • Q1 2024

A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Glassman Wealth Services holds 2,398 shares of SCHD stock, worth $185,077. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,398
Previous 2,238 7.15%
Holding current value
$185,077
Previous $170,000 13.53%
% of portfolio
0.04%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $12,040 - $12,900
160 Added 7.15%
2,398 $193,000
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $1,873 - $2,136
28 Added 1.27%
2,238 $170,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $18,716 - $20,049
265 Added 13.62%
2,210 $156,000
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $5,119 - $5,471
74 Added 3.96%
1,945 $141,000
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $1,616 - $1,794
23 Added 1.24%
1,871 $136,000
Q4 2022

Feb 06, 2023
BUY
$73.08 - $79.06 $4,604 - $4,980
63 Added 3.53%
1,848 $139,000
Q3 2022

Nov 09, 2022
BUY
N/A
19 Added 1.08%
1,785 $119,000
Q2 2022

Aug 04, 2022
BUY
N/A
45 Added 2.61%
1,766 $126,000
Q1 2022

Apr 14, 2022
BUY
N/A
1,352 Added 366.4%
1,721 $136,000
Q4 2021

Feb 14, 2022
BUY
N/A
369 New
369 $30,000
Q2 2020

Aug 06, 2020
SELL
N/A
-42 Closed
0 $0
Q3 2019

Nov 01, 2019
SELL
N/A
-42 Reduced 50.0%
42 $2,000
Q2 2019

Aug 08, 2019
BUY
N/A
84 New
84 $4,000
Q1 2018

May 01, 2018
SELL
N/A
-95 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
95
95 $4,000

Others Institutions Holding SCHD

# of Institutions
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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