Klingman & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Klingman & Associates, LLC holds 9,384 shares of SCHD stock, worth $262,845. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,384
Previous 3,154 197.53%
Holding current value
$262,845
Previous $266,000 3.76%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $167,773 - $529,238
6,230 Added 197.53%
9,384 $256,000
Q2 2023

Jul 31, 2023
BUY
$69.18 - $73.94 $2,006 - $2,144
29 Added 0.93%
3,154 $229,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $3,654 - $4,057
52 Added 1.69%
3,125 $228,000
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $206,382 - $242,951
3,073 New
3,073 $232,000
Q2 2022

Jul 27, 2022
SELL
$70.31 - $80.24 $194,336 - $221,783
-2,764 Closed
0 $0
Q4 2021

Jan 31, 2022
SELL
$74.93 - $80.86 $149 - $161
-2 Reduced 0.07%
2,764 $223,000
Q2 2021

Jul 27, 2021
BUY
$73.32 - $77.65 $202,803 - $214,779
2,766 New
2,766 $209,000

Others Institutions Holding SCHD

# of Institutions
1,820
Shares Held
420M
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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