Meadow Creek Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Meadow Creek Wealth Advisors LLC

  • $137 Million
  • Q4 2024

A detailed history of Meadow Creek Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 10,005 shares of SCHD stock, worth $278,439. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,005
Previous 3,335 200.0%
Holding current value
$278,439
Previous $281,000 2.85%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Jan 27, 2025
BUY
$26.93 - $84.95 $179,623 - $566,616
6,670 Added 200.0%
10,005 $273,000
Q2 2024

Jul 17, 2024
BUY
$75.81 - $80.15 $252,826 - $267,300
3,335 New
3,335 $259,000
Q3 2022

Oct 14, 2022
SELL
$66.43 - $77.87 $156,110 - $182,994
-2,350 Reduced 31.93%
5,011 $333,000
Q2 2022

Jul 12, 2022
SELL
$70.31 - $80.24 $57,443 - $65,556
-817 Reduced 9.99%
7,361 $527,000
Q1 2022

Apr 13, 2022
SELL
$75.14 - $81.94 $602,547 - $657,076
-8,019 Reduced 49.51%
8,178 $645,000
Q4 2021

Feb 09, 2022
BUY
$74.93 - $80.86 $1.21 Million - $1.31 Million
16,197 New
16,197 $1.31 Million

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
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 Meadow Creek Wealth Advisors LLC Portfolio

Follow Meadow Creek Wealth Advisors LLC 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 Meadow Creek Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Creek Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email