Iag Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 527 shares of SCHD stock, worth $14,655. This represents 0.01% of its overall portfolio holdings.

Number of Shares
527
Previous 48 997.92%
Holding current value
$14,655
Previous $3,000 1366.67%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$77.02 - $85.06 $36,892 - $40,743
479 Added 997.92%
527 $44,000
Q3 2023

Oct 24, 2023
SELL
$70.63 - $75.66 $18,716 - $20,049
-265 Reduced 84.66%
48 $3,000
Q2 2023

Aug 10, 2023
BUY
$69.18 - $73.94 $8,785 - $9,390
127 Added 68.28%
313 $22,000
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $8,433 - $9,363
120 Added 181.82%
186 $13,000
Q4 2019

Feb 11, 2021
BUY
$52.87 - $58.15 $3,489 - $3,837
66 New
66 $4,000

Others Institutions Holding SCHD

# of Institutions
1,759
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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