Outlook Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,995 shares of SCHD stock, worth $230,674. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,995
Previous 2,995 -0.0%
Holding current value
$230,674
Previous $228,000 5.7%
% of portfolio
0.08%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 10, 2023
BUY
$69.18 - $73.94 $207,194 - $221,450
2,995 New
2,995 $217,000

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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