Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Jamison Private Wealth Management, Inc.

  • $592 Billion
  • Q1 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,574 shares of SCHD stock, worth $121,339. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,574
Previous 1,684 6.53%
Holding current value
$121,339
Previous $128 Million 1.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 26, 2024
SELL
$75.25 - $80.63 $8,277 - $8,869
-110 Reduced 6.53%
1,574 $127 Million
Q4 2023

Jan 17, 2024
SELL
$66.9 - $76.32 $3,144 - $3,587
-47 Reduced 2.72%
1,684 $128 Million
Q3 2023

Jan 05, 2024
BUY
$70.63 - $75.66 $122,260 - $130,967
1,731 New
1,731 $122 Million

Others Institutions Holding SCHD

# of Institutions
1,644
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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