Next Level Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Next Level Wealth Planning, LLC

  • $127 Billion
  • Q4 2024

A detailed history of Next Level Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 327,211 shares of SCHD stock, worth $9.17 Million. This represents 7.03% of its overall portfolio holdings.

Number of Shares
327,211
Holding current value
$9.17 Million
% of portfolio
7.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $8.81 Million - $27.8 Million
327,211 New
327,211 $8.94 Billion

Others Institutions Holding SCHD

# of Institutions
1,820
Shares Held
420M
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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