A detailed history of Iron Horse Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 651 shares of SCHD stock, worth $18,117. This represents 0.01% of its overall portfolio holdings.

Number of Shares
651
Previous 215 202.79%
Holding current value
$18,117
Previous $18,000 5.56%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
$26.93 - $84.95 $11,741 - $37,038
436 Added 202.79%
651 $17,000
Q3 2024

Oct 22, 2024

SELL
$77.02 - $85.06 $8,857 - $9,781
-115 Reduced 34.85%
215 $18,000
Q2 2024

Jul 22, 2024

BUY
$75.81 - $80.15 $25,017 - $26,449
330 New
330 $25,000
Q4 2022

Jan 19, 2023

BUY
$67.16 - $79.06 $134 - $158
2 New
2 $0
Q1 2022

Apr 11, 2022

SELL
$75.14 - $81.94 $7,664 - $8,357
-102 Reduced 97.14%
3 $0
Q4 2021

Jan 19, 2022

BUY
$74.93 - $80.86 $7,867 - $8,490
105 New
105 $8,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.