New England Guild Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

New England Guild Wealth Advisors, Inc.

  • $190 Million
  • Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 10,034 shares of SCHD stock, worth $287,273. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,034
Previous 10,034 -0.0%
Holding current value
$287,273
Previous $667,000 13.64%
% of portfolio
0.4%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 18, 2022
BUY
$75.14 - $81.94 $48,841 - $53,261
650 Added 6.93%
10,034 $792,000
Q4 2017

Aug 21, 2019
BUY
N/A
9,384
9,384 $480,000

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
Track This Portfolio

Track New England Guild Wealth Advisors, Inc. Portfolio

Follow New England Guild Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Guild Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on New England Guild Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email