Narwhal Capital Management Schwab Strategic Tr Us Dividen Transaction History

Narwhal Capital Management

  • $1.09 Billion
  • Q3 2024

A detailed history of Narwhal Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Narwhal Capital Management holds 11,565 shares of SCHD stock, worth $331,105. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,565
Previous 16,065 28.01%
Holding current value
$331,105
Previous $1.25 Million 21.78%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Oct 22, 2024
SELL
$77.02 - $85.06 $346,590 - $382,770
-4,500 Reduced 28.01%
11,565 $977,000
Q1 2024

Apr 26, 2024
BUY
$75.25 - $80.63 $131,010 - $140,376
1,741 Added 12.15%
16,065 $1.3 Million
Q4 2023

Jan 24, 2024
BUY
$66.9 - $76.32 $60,410 - $68,916
903 Added 6.73%
14,324 $1.09 Million
Q3 2023

Oct 27, 2023
SELL
$70.63 - $75.66 $25,779 - $27,615
-365 Reduced 2.65%
13,421 $949,000
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $953,715 - $1.02 Million
13,786 New
13,786 $1 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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