A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 22,437 shares of SCHD stock, worth $607,593. This represents 1.24% of its overall portfolio holdings.

Number of Shares
22,437
Previous 23,163 3.13%
Holding current value
$607,593
Previous $1.8 Billion 5.3%
% of portfolio
1.24%
Previous 1.34%

Shares

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

Oct 24, 2024

SELL
$77.02 - $85.06 $55,916 - $61,753
-726 Reduced 3.13%
22,437 $1.9 Billion
Q2 2024

Jul 19, 2024

SELL
$75.81 - $80.15 $186,871 - $197,569
-2,465 Reduced 9.62%
23,163 $1.8 Billion
Q1 2024

Apr 19, 2024

BUY
$75.25 - $80.63 $89,999 - $96,433
1,196 Added 4.9%
25,628 $2.07 Billion
Q4 2023

Feb 08, 2024

BUY
$66.9 - $76.32 $1.63 Million - $1.86 Million
24,432 New
24,432 $1.86 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. 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 Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.