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

High Mark Wealth Management LLC

  • $182 Million
  • Q3 2024

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 62 shares of SCHD stock, worth $1,690. This represents 0.0% of its overall portfolio holdings.

Number of Shares
62
Previous 61 1.64%
Holding current value
$1,690
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,762
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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