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

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hb Wealth Management, LLC holds 480,823 shares of SCHD stock, worth $13 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
480,823
Previous 499,959 3.83%
Holding current value
$13 Million
Previous $38.9 Million 4.55%
% of portfolio
0.44%
Previous 0.45%

Shares

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

Oct 15, 2024
SELL
$77.02 - $85.06 $1.47 Million - $1.63 Million
-19,136 Reduced 3.83%
480,823 $40.6 Million
Q2 2024

Jul 26, 2024
SELL
$75.81 - $80.15 $120,537 - $127,438
-1,590 Reduced 0.32%
499,959 $38.9 Million
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $843,176 - $903,459
-11,205 Reduced 2.19%
501,549 $40.4 Million
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $1.07 Million - $1.22 Million
-15,980 Reduced 3.02%
512,754 $39 Million
Q3 2023

Oct 13, 2023
SELL
$70.63 - $75.66 $137,940 - $147,763
-1,953 Reduced 0.37%
528,734 $37.4 Million
Q2 2023

Jul 13, 2023
SELL
$69.18 - $73.94 $303,008 - $323,857
-4,380 Reduced 0.82%
530,687 $38.5 Million
Q1 2023

Apr 13, 2023
BUY
$70.28 - $78.03 $629,216 - $698,602
8,953 Added 1.7%
535,067 $39.1 Million
Q4 2022

Jan 20, 2023
BUY
$67.16 - $79.06 $677,913 - $798,031
10,094 Added 1.96%
526,114 $0
Q3 2022

Oct 19, 2022
SELL
$66.43 - $77.87 $949,816 - $1.11 Million
-14,298 Reduced 2.7%
516,020 $34.3 Million
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $439,929 - $502,061
6,257 Added 1.19%
530,318 $38 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $20.3 Million - $22.2 Million
270,379 Added 106.58%
524,061 $41.3 Million
Q4 2021

Feb 15, 2022
BUY
$74.93 - $80.86 $19 Million - $20.5 Million
253,682 New
253,682 $20.5 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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