Peak Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Peak Asset Management, LLC

  • $519 Million
  • Q3 2024

A detailed history of Peak Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Peak Asset Management, LLC holds 2,500 shares of SCHD stock, worth $67,700. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,500
Holding current value
$67,700
% of portfolio
0.04%

Shares

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

Nov 05, 2024
BUY
$77.02 - $85.06 $192,550 - $212,650
2,500 New
2,500 $211,000
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $188,125 - $201,575
2,500 New
2,500 $201,000
Q4 2022

Jan 30, 2023
BUY
$67.16 - $79.06 $201,480 - $237,180
3,000 New
3,000 $226,000
Q1 2021

May 13, 2021
BUY
$63.23 - $73.67 $189,690 - $221,010
3,000 New
3,000 $219,000
Q1 2020

May 13, 2020
SELL
$39.5 - $59.28 $147,848 - $221,885
-3,743 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$52.87 - $58.15 $317 - $348
6 Added 0.16%
3,743 $217,000
Q3 2019

Nov 12, 2019
BUY
$54.39 - $55.76 $203,255 - $208,375
3,737 New
3,737 $205,000

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
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