Laidlaw Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 2,916 shares of SCHD stock, worth $83,485. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,916
Previous 2,671 9.17%
Holding current value
$83,485
Previous $207,000 18.84%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $18,869 - $20,839
245 Added 9.17%
2,916 $246,000
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $202,488 - $214,080
2,671 New
2,671 $207,000
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $208,300 - $222,633
3,011 Added 11.21%
29,859 $2.17 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $34,366 - $38,156
-489 Reduced 1.79%
26,848 $1.96 Million
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $6,514 - $7,668
-97 Reduced 0.35%
27,337 $2.07 Million
Q2 2022

Aug 12, 2022
BUY
$70.31 - $80.24 $45,349 - $51,754
645 Added 2.41%
27,434 $1.97 Million
Q1 2022

May 12, 2022
SELL
$75.14 - $81.94 $215,200 - $234,676
-2,864 Reduced 9.66%
26,789 $2.11 Million
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $2.22 Million - $2.4 Million
29,653 New
29,653 $2.4 Million
Q1 2021

May 17, 2021
SELL
$63.23 - $73.67 $1.62 Million - $1.89 Million
-25,674 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $1.41 Million - $1.67 Million
25,674 New
25,674 $1.65 Million

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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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