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 129,739 shares of SCHD stock, worth $11 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
129,739
Previous 112,343 15.48%
Holding current value
$11 Million
Previous $9.06 Million 11.37%
% of portfolio
1.71%
Previous 1.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


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

Track Onyx Bridge Wealth Group LLC Portfolio

Follow Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Onyx Bridge Wealth Group LLC with notifications on news.