One Ascent Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

One Ascent Wealth Management LLC

  • $263 Million
  • Q3 2024

A detailed history of One Ascent Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 7,973 shares of SCHD stock, worth $217,583. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,973
Holding current value
$217,583
% of portfolio
0.26%

Shares

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

Nov 07, 2024
BUY
$77.02 - $85.06 $614,080 - $678,183
7,973 New
7,973 $674,000
Q1 2024

Apr 16, 2024
BUY
$75.25 - $80.63 $8,202 - $8,788
109 Added 1.39%
7,930 $639,000
Q4 2023

Jan 11, 2024
SELL
$66.9 - $76.32 $33,717 - $38,465
-504 Reduced 6.05%
7,821 $595,000
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $587,994 - $629,869
8,325 New
8,325 $589,000
Q1 2023

Apr 17, 2023
SELL
$70.28 - $78.03 $13,142 - $14,591
-187 Reduced 2.09%
8,760 $641,000
Q4 2022

Jan 12, 2023
BUY
$67.16 - $79.06 $600,880 - $707,349
8,947 New
8,947 $676,000

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 One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth 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 One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email