New Edge Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Edge Wealth, LLC holds 81,501 shares of SCHD stock, worth $2.26 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

81,501

Previous 29,260 178.54%

Holding current value

$2.26 Million

Previous $2.47 Million 9.99%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$26.93 - $84.95 $1.41 Million - $4.44 Million	52,241 Added 178.54%	81,501 $2.23 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $1.39 Million - $1.53 Million	18,025 Added 160.44%	29,260 $2.47 Million
Q2 2024 Aug 01, 2024	SELL	$75.81 - $80.15 $37,905 - $40,075	-500 Reduced 4.26%	11,235 $873,000
Q1 2024 May 06, 2024	BUY	$75.25 - $80.63 $1,881 - $2,015	25 Added 0.21%	11,735 $946,000
Q4 2023 Jan 29, 2024	SELL	$66.9 - $76.32 $50,844 - $58,003	-760 Reduced 6.09%	11,710 $891,000
Q3 2023 Nov 08, 2023	SELL	$70.63 - $75.66 $206,804 - $221,532	-2,928 Reduced 19.02%	12,470 $882,000
Q2 2023 Aug 09, 2023	SELL	$69.18 - $73.94 $71,047 - $75,936	-1,027 Reduced 6.25%	15,398 $1.12 Million
Q1 2023 May 08, 2023	BUY	$70.28 - $78.03 $1.15 Million - $1.28 Million	16,425 New	16,425 $1.2 Million

Others Institutions Holding SCHD

# of Institutions

1,945

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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New Edge Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History