Midland Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Midland Wealth Advisors LLC

  • $1.71 Trillion
  • Q3 2024

A detailed history of Midland Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 6,281 shares of SCHD stock, worth $172,539. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,281
Previous 7,639 17.78%
Holding current value
$172,539
Previous $594 Million 10.62%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 23, 2024
SELL
$77.02 - $85.06 $104,593 - $115,511
-1,358 Reduced 17.78%
6,281 $531 Million
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $121,902 - $128,881
1,608 Added 26.66%
7,639 $594 Million
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $453,832 - $486,279
6,031 New
6,031 $486 Million

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
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 Midland Wealth Advisors LLC Portfolio

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

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email