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

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025

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 9,426 shares of SCHD stock, worth $259,969. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,426
Previous 7,890 19.47%
Holding current value
$259,969
Previous $215,000 20.47%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $41,487 - $43,837
1,536 Added 19.47%
9,426 $259,000
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $141,651 - $446,837
5,260 Added 200.0%
7,890 $215,000
Q3 2024

Oct 23, 2024
SELL
$77.02 - $85.06 $41,975 - $46,357
-545 Reduced 17.17%
2,630 $222,000
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $13,645 - $14,427
180 Added 6.01%
3,175 $246,000
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
1,953
Shares Held
848M
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
  • Sector ETFs
  • Industry ETFs
More about SCHD
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