A detailed history of Gsb Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 1,463 shares of SCHD stock, worth $41,124. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,463
Previous 5,439 73.1%
Holding current value
$41,124
Previous $422,000 70.85%
% of portfolio
0.03%
Previous 0.12%

Shares

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

Oct 25, 2024

SELL
$77.02 - $85.06 $306,231 - $338,198
-3,976 Reduced 73.1%
1,463 $123,000
Q2 2024

Jul 18, 2024

BUY
$75.81 - $80.15 $2,804 - $2,965
37 Added 0.68%
5,439 $422,000
Q1 2024

May 02, 2024

BUY
$75.25 - $80.63 $8,954 - $9,594
119 Added 2.25%
5,402 $435,000
Q4 2023

Feb 13, 2024

BUY
$66.9 - $76.32 $6,756 - $7,708
101 Added 1.95%
5,283 $402,000
Q3 2023

Nov 13, 2023

BUY
$70.63 - $75.66 $6,851 - $7,339
97 Added 1.91%
5,182 $366,000
Q2 2023

Aug 08, 2023

SELL
$69.18 - $73.94 $183,327 - $195,941
-2,650 Reduced 34.26%
5,085 $369,000
Q1 2023

May 18, 2023

BUY
$70.28 - $78.03 $543,615 - $603,562
7,735 New
7,735 $565,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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