Omni 360 Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History

Omni 360 Wealth, Inc.

  • $153 Billion
  • Q3 2024

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 $628,011. This represents 1.24% of its overall portfolio holdings.

Number of Shares
22,437
Previous 23,163 3.13%
Holding current value
$628,011
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

# of Institutions
1,786
Shares Held
340M
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
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