A detailed history of Naples Money Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Naples Money Management LLC holds 119 shares of SCHD stock, worth $3,416. This represents 0.01% of its overall portfolio holdings.

Number of Shares
119
Previous 118 0.85%
Holding current value
$3,416
Previous $9.1 Million 10.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$77.02 - $85.06 $77 - $85
1 Added 0.85%
119 $10 Million
Q2 2024

Jul 09, 2024

BUY
$75.81 - $80.15 $151 - $160
2 Added 1.72%
118 $9.1 Million
Q1 2024

Apr 30, 2024

BUY
$75.25 - $80.63 $75 - $80
1 Added 0.87%
116 $9.38 Million
Q4 2023

Jan 31, 2024

BUY
$66.9 - $76.32 $7,693 - $8,776
115 New
115 $8.79 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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