Icon Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,549 shares of SCHD stock, worth $119,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,549
Previous 1,549 -0.0%
Holding current value
$119,303
Previous $117,000 5.98%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $103,628 - $118,219
1,549 New
1,549 $117,000
Q3 2022

Jan 25, 2023
BUY
N/A
1,549 New
1,549 $103,000

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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