High Mark Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

High Mark Wealth Management LLC

  • $166 Million
  • Q1 2025

A detailed history of High Mark Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, High Mark Wealth Management LLC holds 3,731 shares of SCHD stock, worth $97,640. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,731
Previous 189 1874.07%
Holding current value
$97,640
Previous $5,000 1980.0%
% of portfolio
0.06%
Previous 0.0%

Shares

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

Apr 23, 2025
BUY
$27.01 - $28.54 $95,669 - $101,088
3,542 Added 1874.07%
3,731 $104,000
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $3,420 - $10,788
127 Added 204.84%
189 $5,000
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $77 - $85
1 Added 1.64%
62 $5,000
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $4,080 - $4,655
61 New
61 $4,000

Others Institutions Holding SCHD

# of Institutions
1,997
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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