Northcape Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Northcape Wealth Management, LLC

  • $277 Million
  • Q2 2024

A detailed history of Northcape Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 3,600 shares of SCHD stock, worth $303,336. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,600
Previous 3,600 -0.0%
Holding current value
$303,336
Previous $290,000 3.79%
% of portfolio
0.1%
Previous 0.11%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $240,840 - $274,752
3,600 New
3,600 $274,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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 Northcape Wealth Management, LLC Portfolio

Follow Northcape Wealth Management, LLC 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 Northcape Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northcape Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email