Jupiter Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Jupiter Wealth Management LLC

  • $185 Million
  • Q3 2024

A detailed history of Jupiter Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 5,000 shares of SCHD stock, worth $135,400. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,000
Previous 2,000 150.0%
Holding current value
$135,400
Previous $155,000 172.26%
% of portfolio
0.23%
Previous 0.07%

Shares

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

Nov 04, 2024
BUY
$77.02 - $85.06 $231,060 - $255,180
3,000 Added 150.0%
5,000 $422,000
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $151,620 - $160,300
2,000 New
2,000 $155,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
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
Track This Portfolio

Track Jupiter Wealth Management LLC Portfolio

Follow Jupiter Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email