Jpl Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 21,274 shares of SCHD stock, worth $598,012. This represents 0.81% of its overall portfolio holdings.

Number of Shares
21,274
Previous 16,458 29.26%
Holding current value
$598,012
Previous $1.33 Billion 24.66%
% of portfolio
0.81%
Previous 0.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$75.81 - $80.15 $365,100 - $386,002
4,816 Added 29.26%
21,274 $1.65 Billion
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $17,307 - $18,544
230 Added 1.42%
16,458 $1.33 Billion
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $1.09 Million - $1.24 Million
16,228 New
16,228 $1.24 Billion

Others Institutions Holding SCHD

# of Institutions
1,706
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
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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