National Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,752 shares of SCHD stock, worth $312,729. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,752

Previous 3,610 3.93%

Holding current value

$312,729

Previous $291 Million 0.23%

% of portfolio

0.22%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$75.81 - $80.15 $10,765 - $11,381	142 Added 3.93%	3,752 $292 Million
Q1 2024 May 17, 2024	BUY	$75.25 - $80.63 $15,125 - $16,206	201 Added 5.9%	3,610 $291 Million
Q4 2023 Feb 01, 2024	SELL	$66.9 - $76.32 $30,171 - $34,420	-451 Reduced 11.68%	3,409 $260 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $9,323 - $9,987	132 Added 3.54%	3,860 $273 Million
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $257,903 - $275,648	3,728 New	3,728 $277 Million
Q2 2022 Nov 17, 2023	BUY	$70.31 - $80.24 $282,997 - $322,966	4,025 New	4,025 $288 Million
Q1 2022 Nov 17, 2023	SELL	$75.14 - $81.94 $191,682 - $209,028	-2,551 Closed	0 $0
Q4 2021 Nov 17, 2023	SELL	$74.93 - $80.86 $98,083 - $105,845	-1,309 Reduced 33.91%	2,551 $206 Million

Others Institutions Holding SCHD

# of Institutions

1,658

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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National Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History