Journey Strategic Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 106,573 shares of SCHD stock, worth $2.97 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
106,573
Previous 33,263 220.4%
Holding current value
$2.97 Million
Previous $2.81 Million 3.56%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jan 24, 2025
BUY
$26.93 - $84.95 $1.97 Million - $6.23 Million
73,310 Added 220.4%
106,573 $2.91 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $2.56 Million - $2.83 Million
33,263 New
33,263 $2.81 Million
Q2 2022

Aug 15, 2022
SELL
$70.31 - $80.24 $260,147 - $296,888
-3,700 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $277,241 - $299,182
3,700 New
3,700 $299,000

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
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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