Muirfield Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Muirfield Wealth Advisors LLC

  • $118 Billion
  • Q3 2024

A detailed history of Muirfield Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Muirfield Wealth Advisors LLC holds 26,960 shares of SCHD stock, worth $771,864. This represents 1.94% of its overall portfolio holdings.

Number of Shares
26,960
Previous 26,490 1.77%
Holding current value
$771,864
Previous $2.06 Billion 10.63%
% of portfolio
1.94%
Previous 1.93%

Shares

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

Oct 11, 2024
BUY
$77.02 - $85.06 $36,199 - $39,978
470 Added 1.77%
26,960 $2.28 Billion
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $12,963 - $13,705
-171 Reduced 0.64%
26,490 $2.06 Billion
Q1 2024

Apr 22, 2024
SELL
$75.25 - $80.63 $11,964 - $12,820
-159 Reduced 0.59%
26,661 $2.15 Billion
Q4 2023

Mar 14, 2024
BUY
$66.9 - $76.32 $1.79 Million - $2.05 Million
26,820 New
26,820 $2.04 Billion

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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