Onyx Bridge Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History

Onyx Bridge Wealth Group LLC

$639 Million
Q3 2024

A detailed history of Onyx Bridge Wealth Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 141,930 shares of SCHD stock, worth $3.95 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

141,930

Previous 129,739 9.4%

Holding current value

$3.95 Million

Previous $10.1 Million 18.92%

% of portfolio

1.88%

Previous 1.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$77.02 - $85.06 $938,950 - $1.04 Million	12,191 Added 9.4%	141,930 $12 Million
Q2 2024 Jul 22, 2024	BUY	$75.81 - $80.15 $1.32 Million - $1.39 Million	17,396 Added 15.48%	129,739 $10.1 Million
Q1 2024 Apr 29, 2024	BUY	$75.25 - $80.63 $2.97 Million - $3.18 Million	39,404 Added 54.02%	112,343 $9.06 Million
Q4 2023 Jan 31, 2024	BUY	$66.9 - $76.32 $921,882 - $1.05 Million	13,780 Added 23.29%	72,939 $5.55 Million
Q3 2023 Oct 16, 2023	BUY	$70.63 - $75.66 $1.53 Million - $1.64 Million	21,679 Added 57.84%	59,159 $4.19 Million
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $2.59 Million - $2.77 Million	37,480 New	37,480 $2.72 Million

Others Institutions Holding SCHD

# of Institutions

1,784

Shares Held

324M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Onyx Bridge Wealth Group LLC Schwab Strategic Tr Us Dividen Transaction History