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 84,886 shares of SCHD stock, worth $7.19 Million. This represents 4.52% of its overall portfolio holdings.

Number of Shares
84,886
Previous 84,165 0.86%
Holding current value
$7.19 Million
Previous $6.79 Billion 2.73%
% of portfolio
4.52%
Previous 4.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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