Global Wealth Strategies & Associates Schwab Strategic Tr Us Dividen Transaction History

Global Wealth Strategies & Associates

  • $320 Billion
  • Q4 2024

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 2,230 shares of SCHD stock, worth $62,417. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,230
Previous 710 214.08%
Holding current value
$62,417
Previous $60 Million 1.51%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 02, 2025
BUY
$26.93 - $84.95 $40,933 - $129,124
1,520 Added 214.08%
2,230 $60.9 Million
Q2 2024

Jul 02, 2024
SELL
$75.81 - $80.15 $1,516 - $1,603
-20 Reduced 2.74%
710 $55.2 Million
Q1 2024

Apr 01, 2024
BUY
$75.25 - $80.63 $1,505 - $1,612
20 Added 2.82%
730 $58.9 Million
Q4 2023

Jan 02, 2024
BUY
$66.9 - $76.32 $40,140 - $45,791
600 Added 545.45%
710 $54.1 Million
Q4 2022

Jan 17, 2023
BUY
$67.16 - $79.06 $7,387 - $8,696
110 New
110 $8.33 Million

Others Institutions Holding SCHD

# of Institutions
1,784
Shares Held
333M
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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