Loveless Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Loveless Wealth Management LLC

$153 Million
Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Loveless Wealth Management LLC holds 38,721 shares of SCHD stock, worth $1.05 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

38,721

Previous 37,401 3.53%

Holding current value

$1.05 Million

Previous $2.95 Million 6.0%

% of portfolio

1.82%

Previous 1.67%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$70.31 - $80.24 $92,809 - $105,916	1,320 Added 3.53%	38,721 $2.77 Million
Q1 2022 May 11, 2022	BUY	$75.14 - $81.94 $162,828 - $177,563	2,167 Added 6.15%	37,401 $2.95 Million
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $189,273 - $204,252	2,526 Added 7.72%	35,234 $2.85 Million
Q3 2021 Nov 12, 2021	BUY	$74.23 - $78.13 $132,500 - $139,462	1,785 Added 5.77%	32,708 $2.43 Million
Q2 2021 Jul 28, 2021	BUY	$73.32 - $77.65 $217,467 - $230,309	2,966 Added 10.61%	30,923 $2.34 Million
Q1 2021 May 03, 2021	BUY	$63.23 - $73.67 $152,637 - $177,839	2,414 Added 9.45%	27,957 $2.04 Million
Q4 2020 Jan 27, 2021	BUY	$54.8 - $65.16 $38,250 - $45,481	698 Added 2.81%	25,543 $1.64 Million
Q3 2020 Oct 14, 2020	BUY	$50.37 - $58.54 $33,848 - $39,338	672 Added 2.78%	24,845 $1.37 Million
Q2 2020 Aug 10, 2020	BUY	$43.56 - $56.5 $98,619 - $127,916	2,264 Added 10.33%	24,173 $1.25 Million
Q1 2020 Apr 20, 2020	BUY	$39.5 - $59.28 $15,563 - $23,356	394 Added 1.83%	21,909 $985,000
Q4 2019 Jan 23, 2020	BUY	$52.87 - $58.15 $1.14 Million - $1.25 Million	21,515 New	21,515 $1.24 Million

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Loveless Wealth Management LLC with notifications on news.

Account

Loveless Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History