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

Insight Wealth Partners, LLC

  • $581 Million
  • Q1 2024

A detailed history of Insight Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 9,474 shares of SCHD stock, worth $737,740. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,474
Previous 6,382 48.45%
Holding current value
$737,740
Previous $485,000 57.32%
% of portfolio
0.13%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $232,673 - $249,307
3,092 Added 48.45%
9,474 $763,000
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $107,173 - $122,264
1,602 Added 33.51%
6,382 $485,000
Q2 2021

Jul 14, 2021
SELL
N/A
-130 Reduced 2.65%
4,780 $361,000
Q1 2021

Apr 20, 2021
BUY
N/A
4,910 New
4,910 $358,000

Others Institutions Holding SCHD

# of Institutions
1,649
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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