Objective Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Objective Capital Management, LLC

  • $167 Million
  • Q3 2024

A detailed history of Objective Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Objective Capital Management, LLC holds 3,427 shares of SCHD stock, worth $92,803. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,427
Previous 2,954 16.01%
Holding current value
$92,803
Previous $238,000 21.43%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 01, 2024
BUY
$77.02 - $85.06 $36,430 - $40,233
473 Added 16.01%
3,427 $289,000
Q4 2023

Mar 07, 2024
SELL
$66.9 - $76.32 $297,905 - $339,852
-4,453 Reduced 60.12%
2,954 $224,000
Q3 2023

Nov 15, 2023
BUY
$70.63 - $75.66 $241,413 - $258,605
3,418 Added 85.69%
7,407 $524,000
Q2 2023

Aug 15, 2023
BUY
$69.18 - $73.94 $275,959 - $294,946
3,989 New
3,989 $289,000

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
Track This Portfolio

Track Objective Capital Management, LLC Portfolio

Follow Objective Capital 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 Objective Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Objective Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email