Obermeyer Wood Investment Counsel, Lllp Schwab Strategic Tr Us Dividen Transaction History

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024

A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 12,669 shares of SCHD stock, worth $360,433. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,669
Previous 4,223 200.0%
Holding current value
$360,433
Previous $356,000 2.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $227,450 - $717,487
8,446 Added 200.0%
12,669 $346,000
Q1 2024

May 06, 2024
SELL
$75.25 - $80.63 $46,655 - $49,990
-620 Reduced 12.8%
4,223 $340,000
Q4 2023

Jan 31, 2024
SELL
$66.9 - $76.32 $33,918 - $38,694
-507 Reduced 9.48%
4,843 $368,000
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $121,130 - $129,756
1,715 Added 47.18%
5,350 $378,000
Q2 2023

Aug 04, 2023
SELL
$69.18 - $73.94 $52,300 - $55,898
-756 Reduced 17.22%
3,635 $263,000
Q1 2023

May 09, 2023
SELL
$70.28 - $78.03 $23,473 - $26,062
-334 Reduced 7.07%
4,391 $321,000
Q4 2022

Feb 08, 2023
SELL
$67.16 - $79.06 $31,027 - $36,525
-462 Reduced 8.91%
4,725 $356,000
Q3 2022

Dec 09, 2022
BUY
$66.43 - $77.87 $62,244 - $72,964
937 Added 22.05%
5,187 $345,000
Q2 2021

Jul 29, 2021
SELL
$73.32 - $77.65 $16,497 - $17,471
-225 Reduced 5.03%
4,250 $321,000
Q3 2020

Oct 22, 2020
SELL
$50.37 - $58.54 $120,888 - $140,496
-2,400 Reduced 34.91%
4,475 $247,000
Q4 2019

Feb 03, 2020
SELL
$52.87 - $58.15 $36,691 - $40,356
-694 Reduced 9.17%
6,875 $398,000
Q2 2019

Aug 13, 2019
BUY
N/A
7,569 New
7,569 $402,000

Others Institutions Holding SCHD

# of Institutions
1,936
Shares Held
822M
Call Options Held
4.82M
Put Options Held
2.73M
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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