Modern Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Modern Wealth Management, LLC holds 25,169 shares of SCHD stock, worth $738,710. This represents 0.13% of its overall portfolio holdings.

Number of Shares
25,169
Previous 270,161 90.68%
Holding current value
$738,710
Previous $21 Billion 89.87%
% of portfolio
0.13%
Previous 1.54%

Shares

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

Nov 05, 2024
SELL
$77.02 - $85.06 $18.9 Million - $20.8 Million
-244,992 Reduced 90.68%
25,169 $2.13 Billion
Q2 2024

Aug 07, 2024
BUY
$75.81 - $80.15 $20.5 Million - $21.7 Million
270,161 New
270,161 $21 Billion

Others Institutions Holding SCHD

# of Institutions
1,753
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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