Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.25 Billion
  • Q2 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 123,552 shares of SCHD stock, worth $10.4 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
123,552
Previous 123,835 0.23%
Holding current value
$10.4 Million
Previous $9.98 Million 3.78%
% of portfolio
0.43%
Previous 0.47%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$75.81 - $80.15 $21,454 - $22,682
-283 Reduced 0.23%
123,552 $9.61 Million
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $256,075 - $274,383
3,403 Added 2.83%
123,835 $9.98 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $78,741 - $89,828
1,177 Added 0.99%
120,432 $9.17 Million
Q3 2023

Oct 17, 2023
SELL
$70.63 - $75.66 $2,613 - $2,799
-37 Reduced 0.03%
119,255 $8.44 Million
Q2 2023

Jul 19, 2023
SELL
$69.18 - $73.94 $58,318 - $62,331
-843 Reduced 0.7%
119,292 $8.66 Million
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $311,902 - $346,297
4,438 Added 3.84%
120,135 $8.79 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $344,799 - $405,894
5,134 Added 4.64%
115,697 $8.74 Million
Q3 2022

Oct 26, 2022
BUY
$66.43 - $77.87 $898,864 - $1.05 Million
13,531 Added 13.94%
110,563 $7.34 Million
Q2 2022

Aug 10, 2022
BUY
$70.31 - $80.24 $758,785 - $865,950
10,792 Added 12.51%
97,032 $6.94 Million
Q1 2022

May 13, 2022
BUY
$75.14 - $81.94 $366,307 - $399,457
4,875 Added 5.99%
86,240 $6.8 Million
Q4 2021

Feb 14, 2022
SELL
$74.93 - $80.86 $5.26 Million - $5.67 Million
-70,154 Reduced 46.3%
81,365 $6.58 Million
Q3 2021

Nov 02, 2021
BUY
$74.23 - $78.13 $10.8 Million - $11.4 Million
145,380 Added 2368.14%
151,519 $11.2 Million
Q2 2021

Jul 27, 2021
SELL
$73.32 - $77.65 $22,949 - $24,304
-313 Reduced 4.85%
6,139 $464,000
Q1 2021

May 11, 2021
SELL
$63.23 - $73.67 $160,098 - $186,532
-2,532 Reduced 28.18%
6,452 $470,000
Q4 2020

Feb 09, 2021
SELL
$54.8 - $65.16 $230,927 - $274,584
-4,214 Reduced 31.93%
8,984 $576,000
Q3 2020

Oct 20, 2020
BUY
$50.37 - $58.54 $75,957 - $88,278
1,508 Added 12.9%
13,198 $729,000
Q2 2020

Jul 02, 2020
SELL
$43.56 - $56.5 $3,571 - $4,633
-82 Reduced 0.7%
11,690 $0
Q1 2020

Apr 01, 2020
BUY
$39.5 - $59.28 $19,236 - $28,869
487 Added 4.32%
11,772 $0
Q4 2019

Feb 11, 2020
BUY
$52.87 - $58.15 $79,569 - $87,515
1,505 Added 15.39%
11,285 $0
Q3 2019

Oct 09, 2019
BUY
$54.39 - $55.76 $176,169 - $180,606
3,239 Added 49.52%
9,780 $0
Q2 2019

Aug 14, 2019
BUY
N/A
5,469 Added 510.17%
6,541 $347,000
Q1 2019

May 08, 2019
BUY
N/A
1,072 New
1,072 $56,000
Q1 2018

May 15, 2018
SELL
N/A
-50 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
50
50 $2,000

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

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