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

Hrc Wealth Management, LLC

$155 Billion
Q3 2024

A detailed history of Hrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 85,072 shares of SCHD stock, worth $2.32 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares

85,072

Previous 84,886 0.22%

Holding current value

$2.32 Million

Previous $6.6 Billion 8.94%

% of portfolio

4.64%

Previous 4.52%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $14,325 - $15,821	186 Added 0.22%	85,072 $7.19 Billion
Q2 2024 Jul 25, 2024	BUY	$75.81 - $80.15 $54,659 - $57,788	721 Added 0.86%	84,886 $6.6 Billion
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $378,281 - $405,327	5,027 Added 6.35%	84,165 $6.79 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $5.29 Million - $6.04 Million	79,138 New	79,138 $6.02 Billion

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

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