Mc Glone Suttner Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Mc Glone Suttner Wealth Management, Inc.

  • $599 Billion
  • Q4 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 39,998 shares of SCHD stock, worth $1.12 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
39,998
Previous 14,909 168.28%
Holding current value
$1.12 Million
Previous $1.26 Billion 13.29%
% of portfolio
0.18%
Previous 0.26%

Shares

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

Jan 17, 2025
BUY
$26.93 - $84.95 $675,646 - $2.13 Million
25,089 Added 168.28%
39,998 $1.09 Billion
Q3 2024

Oct 10, 2024
SELL
$77.02 - $85.06 $53,066 - $58,606
-689 Reduced 4.42%
14,909 $1.26 Billion
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $76,871 - $81,272
1,014 Added 6.95%
15,598 $1.19 Billion
Q1 2024

Apr 18, 2024
SELL
$75.25 - $80.63 $76,303 - $81,758
-1,014 Reduced 6.5%
14,584 $1.18 Billion
Q4 2023

Jan 18, 2024
SELL
$66.9 - $76.32 $61,280 - $69,909
-916 Reduced 5.55%
15,598 $1.19 Billion
Q3 2023

Oct 19, 2023
BUY
$70.63 - $75.66 $6,497 - $6,960
92 Added 0.56%
16,514 $1.17 Billion
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $1,937 - $2,070
28 Added 0.17%
16,422 $1.19 Billion
Q1 2023

Apr 20, 2023
SELL
$70.28 - $78.03 $34,296 - $38,078
-488 Reduced 2.89%
16,394 $1.2 Billion
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $1.13 Million - $1.33 Million
16,882 New
16,882 $1.28 Billion

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
Track This Portfolio

Track Mc Glone Suttner Wealth Management, Inc. Portfolio

Follow Mc Glone Suttner Wealth Management, Inc. 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 Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email