Mezzasalma Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Mezzasalma Advisors, LLC

  • $253 Million
  • Q3 2024

A detailed history of Mezzasalma Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 6,496 shares of SCHD stock, worth $185,980. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,496
Previous 6,427 1.07%
Holding current value
$185,980
Previous $499,000 10.02%
% of portfolio
0.22%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $5,314 - $5,869
69 Added 1.07%
6,496 $549,000
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $148,966 - $157,494
-1,965 Reduced 23.42%
6,427 $499,000
Q1 2024

Apr 19, 2024
SELL
$75.25 - $80.63 $17,382 - $18,625
-231 Reduced 2.68%
8,392 $676,000
Q4 2023

Jan 12, 2024
BUY
$66.9 - $76.32 $4,214 - $4,808
63 Added 0.74%
8,623 $656,000
Q3 2023

Nov 16, 2023
SELL
$70.63 - $75.66 $13,207 - $14,148
-187 Reduced 2.14%
8,560 $605,000
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $10,031 - $10,721
145 Added 1.69%
8,747 $635,000
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $604,548 - $671,214
8,602 New
8,602 $629,000

Others Institutions Holding SCHD

# of Institutions
1,752
Shares Held
275M
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
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