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

Olympus Wealth Management, LLC

  • $320 Billion
  • Q2 2024

A detailed history of Olympus Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olympus Wealth Management, LLC holds 430,092 shares of SCHD stock, worth $35.3 Million. This represents 10.46% of its overall portfolio holdings.

Number of Shares
430,092
Previous 237,933 80.76%
Holding current value
$35.3 Million
Previous $19.2 Billion 74.33%
% of portfolio
10.46%
Previous 11.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$75.81 - $80.15 $14.6 Million - $15.4 Million
192,159 Added 80.76%
430,092 $33.4 Billion
Q1 2024

Apr 23, 2024
SELL
$75.25 - $80.63 $3.82 Million - $4.09 Million
-50,751 Reduced 17.58%
237,933 $19.2 Billion
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $159,757 - $182,252
-2,388 Reduced 0.82%
288,684 $22 Billion
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $20.6 Million - $22 Million
291,072 New
291,072 $20.6 Billion
Q2 2023

Nov 16, 2023
SELL
$69.18 - $73.94 $152,126 - $162,594
-2,199 Reduced 0.76%
288,873 $21 Billion
Q1 2023

Nov 16, 2023
SELL
$70.28 - $78.03 $535,533 - $594,588
-7,620 Reduced 2.62%
283,452 $20.7 Billion
Q4 2022

Nov 16, 2023
SELL
$73.08 - $79.06 $11 Million - $11.8 Million
-149,873 Reduced 34.48%
284,749 $21.5 Billion
Q3 2022

Nov 16, 2023
BUY
N/A
143,550 Added 49.32%
434,622 $28.9 Billion
Q2 2022

Nov 16, 2023
SELL
N/A
-2,345 Reduced 0.81%
288,727 $20.7 Billion
Q1 2022

Nov 16, 2023
BUY
N/A
1,488 Added 0.62%
241,966 $19.1 Billion
Q4 2021

Nov 16, 2023
SELL
N/A
-50,594 Reduced 17.38%
240,478 $19.4 Billion

Others Institutions Holding SCHD

# of Institutions
1,635
Shares Held
274M
Call Options Held
1.95M
Put Options Held
715K
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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