One Ascent Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of One Ascent Financial Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, One Ascent Financial Services LLC holds 49,832 shares of SCHD stock, worth $1.37 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
49,832
Holding current value
$1.37 Million
% of portfolio
0.12%

Shares

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

Feb 12, 2025
BUY
$26.93 - $84.95 $1.34 Million - $4.23 Million
49,832 New
49,832 $1.36 Million
Q1 2024

Apr 16, 2024
SELL
$75.25 - $80.63 $14,222 - $15,239
-189 Reduced 1.0%
18,636 $1.5 Million
Q4 2023

Jan 11, 2024
BUY
$66.9 - $76.32 $638,292 - $728,169
9,541 Added 102.77%
18,825 $1.43 Million
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $655,728 - $702,427
9,284 New
9,284 $657,000
Q3 2022

Nov 02, 2022
BUY
$66.43 - $77.87 $300,728 - $352,517
4,527 Added 4.61%
102,797 $6.83 Million
Q2 2022

Aug 08, 2022
BUY
$70.31 - $80.24 $6.91 Million - $7.89 Million
98,270 New
98,270 $7.04 Million

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
849M
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
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More about SCHD
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