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

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 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 6,989 shares of SCHD stock, worth $195,622. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,989
Previous 6,371 9.7%
Holding current value
$195,622
Previous $495,000 19.19%
% of portfolio
0.17%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,784
Shares Held
333M
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 Kfg Wealth Management, LLC Portfolio

Follow Kfg 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 Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email