Ledge Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 77,982 shares of SCHD stock, worth $2.17 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

77,982

Previous 78,831 1.08%

Holding current value

$2.17 Million

Previous $5.58 Million 6.42%

% of portfolio

2.31%

Previous 2.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$66.9 - $76.32 $56,798 - $64,795	-849 Reduced 1.08%	77,982 $5.94 Million
Q3 2023 Oct 23, 2023	BUY	$70.63 - $75.66 $207,510 - $222,289	2,938 Added 3.87%	78,831 $5.58 Million
Q2 2023 Jul 11, 2023	SELL	$69.18 - $73.94 $379,936 - $406,078	-5,492 Reduced 6.75%	75,893 $5.51 Million
Q1 2023 Apr 14, 2023	SELL	$70.28 - $78.03 $290,467 - $322,497	-4,133 Reduced 4.83%	81,385 $5.95 Million
Q4 2022 Feb 02, 2023	BUY	$67.16 - $79.06 $1.1 Million - $1.29 Million	16,366 Added 23.67%	85,518 $6.46 Million
Q3 2022 Oct 18, 2022	SELL	$66.43 - $77.87 $775,769 - $909,365	-11,678 Reduced 14.45%	69,152 $4.59 Million
Q2 2022 Jul 20, 2022	BUY	$70.31 - $80.24 $901,936 - $1.03 Million	12,828 Added 18.86%	80,830 $5.79 Million
Q1 2022 May 10, 2022	BUY	$75.14 - $81.94 $5.11 Million - $5.57 Million	68,002 New	68,002 $5.37 Million

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Ledge Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History