New Insight Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

A detailed history of New Insight Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Insight Wealth Advisors holds 165,000 shares of SCHD stock, worth $4.47 Million. This represents 7.34% of its overall portfolio holdings.

Number of Shares
165,000
Previous 152,959 7.87%
Holding current value
$4.47 Million
Previous $11.9 Billion 17.26%
% of portfolio
7.34%
Previous 7.0%

Shares

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

Nov 13, 2024
BUY
$77.02 - $85.06 $927,397 - $1.02 Million
12,041 Added 7.87%
165,000 $13.9 Billion
Q2 2024

Aug 15, 2024
BUY
$75.81 - $80.15 $886,218 - $936,953
11,690 Added 8.27%
152,959 $11.9 Billion
Q1 2024

May 08, 2024
BUY
$75.25 - $80.63 $77,959 - $83,532
1,036 Added 0.74%
141,269 $11.4 Billion
Q4 2023

May 08, 2024
BUY
$66.9 - $76.32 $9.38 Million - $10.7 Million
140,233 New
140,233 $10.7 Billion

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
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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