Liberty Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Liberty Wealth Management LLC

  • $546 Million
  • Q2 2024

A detailed history of Liberty Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Liberty Wealth Management LLC holds 52,595 shares of SCHD stock, worth $4.44 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
52,595
Holding current value
$4.44 Million
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $3.99 Million - $4.22 Million
52,595 New
52,595 $68,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $494,419 - $548,941
7,035 New
7,035 $514,000
Q1 2022

May 09, 2022
SELL
$75.14 - $81.94 $205,207 - $223,778
-2,731 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$74.93 - $80.86 $204,633 - $220,828
2,731 New
2,731 $220,000
Q2 2020

Aug 04, 2020
SELL
$43.56 - $56.5 $34,151 - $44,296
-784 Closed
0 $0
Q3 2019

Oct 30, 2019
BUY
$54.39 - $55.76 $42,641 - $43,715
784 New
784 $43,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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