Heirloom Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Heirloom Wealth Management

  • $330 Million
  • Q1 2025

A detailed history of Heirloom Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heirloom Wealth Management holds 13,060 shares of SCHD stock, worth $341,780. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,060
Previous 13,044 0.12%
Holding current value
$341,780
Previous $356,000 2.53%
% of portfolio
0.11%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $432 - $456
16 Added 0.12%
13,060 $365,000
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $215,763 - $680,619
8,012 Added 159.22%
13,044 $356,000
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $2,079 - $2,296
27 Added 0.54%
5,032 $425,000
Q1 2024

Apr 24, 2024
SELL
$75.25 - $80.63 $182,631 - $195,689
-2,427 Reduced 32.66%
5,005 $403,000
Q4 2023

Jan 31, 2024
SELL
$66.9 - $76.32 $49,773 - $56,782
-744 Reduced 9.1%
7,432 $565,000
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $343,332 - $367,783
-4,861 Reduced 37.29%
8,176 $578,000
Q2 2023

Aug 08, 2023
SELL
$69.18 - $73.94 $379,590 - $405,708
-5,487 Reduced 29.62%
13,037 $946,000
Q1 2023

Apr 27, 2023
SELL
$70.28 - $78.03 $3.53 Million - $3.92 Million
-50,228 Reduced 73.06%
18,524 $1.36 Million
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $4.62 Million - $5.44 Million
68,752 New
68,752 $5.19 Million

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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