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 $2.5 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
85,072
Previous 84,886 0.22%
Holding current value
$2.5 Million
Previous $6.6 Billion 8.94%
% of portfolio
4.64%
Previous 4.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,753
Shares Held
275M
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
Track This Portfolio

Track Hrc Wealth Management, LLC Portfolio

Follow Hrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email