A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Great Waters Wealth Management holds 29,520 shares of SCHD stock, worth $859,032. This represents 0.34% of its overall portfolio holdings.

Number of Shares
29,520
Previous 29,823 1.02%
Holding current value
$859,032
Previous $2.32 Billion 7.6%
% of portfolio
0.34%
Previous 0.35%

Shares

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

Oct 04, 2024

SELL
$77.02 - $85.06 $23,337 - $25,773
-303 Reduced 1.02%
29,520 $2.5 Billion
Q2 2024

Jul 08, 2024

SELL
$75.81 - $80.15 $54,962 - $58,108
-725 Reduced 2.37%
29,823 $2.32 Billion
Q1 2024

Apr 08, 2024

BUY
$75.25 - $80.63 $2,633 - $2,822
35 Added 0.11%
30,548 $2.46 Billion
Q4 2023

Jan 19, 2024

SELL
$66.9 - $76.32 $408,223 - $465,704
-6,102 Reduced 16.67%
30,513 $2.33 Billion
Q3 2023

Oct 11, 2023

SELL
$70.63 - $75.66 $65,827 - $70,515
-932 Reduced 2.48%
36,615 $2.55 Billion
Q2 2023

Jul 07, 2023

SELL
$69.18 - $73.94 $143,202 - $153,055
-2,070 Reduced 5.23%
37,547 $2.73 Billion
Q1 2023

Apr 25, 2023

SELL
$70.28 - $78.03 $103,803 - $115,250
-1,477 Reduced 3.59%
39,617 $2.9 Billion
Q4 2022

Feb 03, 2023

BUY
$67.16 - $79.06 $2.76 Million - $3.25 Million
41,094 New
41,094 $3.14 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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