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

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 27,548 shares of SCHD stock, worth $777,129. This represents 0.2% of its overall portfolio holdings.

Number of Shares
27,548
Previous 6,989 294.16%
Holding current value
$777,129
Previous $590,000 27.46%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Jan 21, 2025
BUY
$26.93 - $84.95 $553,653 - $1.75 Million
20,559 Added 294.16%
27,548 $752,000
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $47,598 - $52,567
618 Added 9.7%
6,989 $590,000
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $173,756 - $183,703
2,292 Added 56.19%
6,371 $495,000
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $306,944 - $328,889
4,079 New
4,079 $328,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
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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