Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Long View Wealth Management

  • $252 Billion
  • Q1 2024

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Long View Wealth Management holds 183,532 shares of SCHD stock, worth $14.9 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares
183,532
Previous 175,507 4.57%
Holding current value
$14.9 Million
Previous $13.4 Billion 10.35%
% of portfolio
5.87%
Previous 5.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$75.25 - $80.63 $603,881 - $647,055
8,025 Added 4.57%
183,532 $14.8 Billion
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $11.7 Million - $13.4 Million
175,507 New
175,507 $13.4 Billion

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
274M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email