Greenhouse Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Greenhouse Wealth Management, LLC

  • $133 Million
  • Q1 2024

A detailed history of Greenhouse Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Greenhouse Wealth Management, LLC holds 9,767 shares of SCHD stock, worth $756,454. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,767
Previous 10,070 3.01%
Holding current value
$756,454
Previous $766,000 2.74%
% of portfolio
0.59%
Previous 0.62%

Shares

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

Apr 22, 2024
SELL
$75.25 - $80.63 $22,800 - $24,430
-303 Reduced 3.01%
9,767 $787,000
Q4 2023

Jan 12, 2024
SELL
$66.9 - $76.32 $76,266 - $87,004
-1,140 Reduced 10.17%
10,070 $766,000
Q3 2023

Oct 16, 2023
BUY
$70.63 - $75.66 $1,553 - $1,664
22 Added 0.2%
11,210 $793,000
Q2 2023

Jul 18, 2023
SELL
$69.18 - $73.94 $5,050 - $5,397
-73 Reduced 0.65%
11,188 $812,000
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $5,692 - $6,320
81 Added 0.72%
11,261 $823,000
Q4 2022

Jan 19, 2023
BUY
$73.08 - $79.06 $817,034 - $883,890
11,180 New
11,180 $0

Others Institutions Holding SCHD

# of Institutions
1,641
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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