Latko Wealth Management, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Latko Wealth Management, Ltd.

  • $154 Million
  • Q1 2025

A detailed history of Latko Wealth Management, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 465,015 shares of SCHD stock, worth $12 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares
465,015
Previous 484,279 3.98%
Holding current value
$12 Million
Previous $13.2 Million 1.72%
% of portfolio
8.43%
Previous 7.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$27.01 - $28.54 $520,320 - $549,794
-19,264 Reduced 3.98%
465,015 $13 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $8.85 Million - $27.9 Million
328,814 Added 211.5%
484,279 $13.2 Million
Q3 2024

Oct 29, 2024
BUY
$77.02 - $85.06 $12 Million - $13.2 Million
155,465 New
155,465 $13.1 Million

Others Institutions Holding SCHD

# of Institutions
1,974
Shares Held
847M
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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