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

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 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 2,217 shares of SCHD stock, worth $65,068. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,217
Previous 1,535 44.43%
Holding current value
$65,068
Previous $119 Million 56.99%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 15, 2024
BUY
$77.02 - $85.06 $52,527 - $58,010
682 Added 44.43%
2,217 $187 Million
Q2 2024

Jul 11, 2024
SELL
$75.81 - $80.15 $2,956 - $3,125
-39 Reduced 2.48%
1,535 $119 Million
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
1,753
Shares Held
275M
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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