Liberty One Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Liberty One Investment Management, LLC

  • $910 Million
  • Q4 2024

A detailed history of Liberty One Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Liberty One Investment Management, LLC holds 76,741 shares of SCHD stock, worth $2.15 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
76,741
Previous 27,053 183.67%
Holding current value
$2.15 Million
Previous $2.29 Million 8.31%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Jan 16, 2025
BUY
$26.93 - $84.95 $1.34 Million - $4.22 Million
49,688 Added 183.67%
76,741 $2.1 Million
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $94,888 - $104,793
-1,232 Reduced 4.36%
27,053 $2.29 Million
Q2 2024

Jul 22, 2024
SELL
$75.81 - $80.15 $146,389 - $154,769
-1,931 Reduced 6.39%
28,285 $2.2 Million
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $222,740 - $238,664
-2,960 Reduced 8.92%
30,216 $2.44 Million
Q4 2023

Jan 26, 2024
BUY
$66.9 - $76.32 $2.22 Million - $2.53 Million
33,176 New
33,176 $2.53 Million

Others Institutions Holding SCHD

# of Institutions
1,940
Shares Held
824M
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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