Montis Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

A detailed history of Montis Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Montis Financial, LLC holds 60,544 shares of SCHD stock, worth $1.73 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
60,544
Previous 31,329 93.25%
Holding current value
$1.73 Million
Previous $2.44 Million 110.06%
% of portfolio
1.83%
Previous 1.12%

Shares

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

Oct 10, 2024
BUY
$77.02 - $85.06 $2.25 Million - $2.49 Million
29,215 Added 93.25%
60,544 $5.12 Million
Q2 2024

Aug 07, 2024
BUY
$75.81 - $80.15 $959,451 - $1.01 Million
12,656 Added 67.78%
31,329 $2.44 Million
Q1 2024

Apr 16, 2024
BUY
$75.25 - $80.63 $284,896 - $305,265
3,786 Added 25.43%
18,673 $1.51 Million
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $995,940 - $1.14 Million
14,887 New
14,887 $1.13 Million

Others Institutions Holding SCHD

# of Institutions
1,751
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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