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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iht Wealth Management, LLC holds 203,012 shares of SCHD stock, worth $5.5 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
203,012
Previous 161,197 25.94%
Holding current value
$5.5 Million
Previous $12.5 Million 36.91%
% of portfolio
0.5%
Previous 0.48%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $3.22 Million - $3.56 Million
41,815 Added 25.94%
203,012 $17.2 Million
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $441,062 - $466,312
-5,818 Reduced 3.48%
161,197 $12.5 Million
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $194,220 - $208,106
-2,581 Reduced 1.52%
167,015 $13.5 Million
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $309,680 - $353,285
-4,629 Reduced 2.66%
169,596 $12.9 Million
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $1.46 Million - $1.57 Million
20,740 Added 13.51%
174,225 $12.3 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $1.63 Million - $1.74 Million
23,573 Added 18.15%
153,485 $11.1 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $1.61 Million - $1.78 Million
22,847 Added 21.34%
129,912 $9.5 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $1.06 Million - $1.25 Million
15,849 Added 17.38%
107,065 $8.09 Million
Q3 2022

Nov 22, 2022
BUY
$66.43 - $77.87 $4.36 Million - $5.11 Million
65,569 Added 255.66%
91,216 $6.06 Million
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $535,902 - $611,589
7,622 Added 42.29%
25,647 $1.84 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $470,902 - $513,517
6,267 Added 53.3%
18,025 $1.42 Million
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $22,479 - $24,258
300 Added 2.62%
11,758 $950,000
Q3 2021

Nov 15, 2021
SELL
$74.23 - $78.13 $50,402 - $53,050
-679 Reduced 5.59%
11,458 $851,000
Q2 2021

Aug 16, 2021
BUY
$73.32 - $77.65 $82,265 - $87,123
1,122 Added 10.19%
12,137 $918,000
Q1 2021

May 18, 2021
BUY
$63.23 - $73.67 $352,191 - $410,341
5,570 Added 102.3%
11,015 $803,000
Q4 2020

Feb 17, 2021
BUY
$54.8 - $65.16 $298,386 - $354,796
5,445 New
5,445 $349,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,358 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
1,333 Added 5332.0%
1,358 $71,000
Q3 2017

Nov 14, 2017
BUY
N/A
25
25 $1,000

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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