A detailed history of Grant transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grant holds 5,475 shares of SCHD stock, worth $161,184. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,475
Previous 5,333 2.66%
Holding current value
$161,184
Previous $414,000 11.59%
% of portfolio
0.23%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$77.02 - $85.06 $10,936 - $12,078
142 Added 2.66%
5,475 $462,000
Q2 2024

Jul 22, 2024

BUY
$75.81 - $80.15 $34,266 - $36,227
452 Added 9.26%
5,333 $414,000
Q1 2024

Apr 25, 2024

BUY
$75.25 - $80.63 $367,295 - $393,555
4,881 New
4,881 $393,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Grant Portfolio

Follow Grant and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grant, based on Form 13F filings with the SEC.

News

Stay updated on Grant with notifications on news.