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

Gsb Wealth Management, LLC

$387 Million
Q3 2024

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 $40,188. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,463

Previous 5,439 73.1%

Holding current value

$40,188

Previous $422,000 70.85%

% of portfolio

0.03%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,761

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Gsb Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History