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 215 shares of SCHD stock, worth $5,822. This represents 0.01% of its overall portfolio holdings.

Number of Shares
215
Previous 330 34.85%
Holding current value
$5,822
Previous $25,000 28.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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