Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 25,337 shares of SCHD stock, worth $654,201. This represents 0.65% of its overall portfolio holdings.

Number of Shares
25,337
Previous 24,830 2.04%
Holding current value
$654,201
Previous $678 Million 4.44%
% of portfolio
0.65%
Previous 0.51%

Shares

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

Apr 25, 2025
BUY
$27.01 - $28.54 $13,694 - $14,469
507 Added 2.04%
25,337 $708 Million
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $452,181 - $1.43 Million
16,791 Added 208.87%
24,830 $678 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $23,722 - $26,198
308 Added 3.98%
8,039 $680 Million
Q2 2024

Aug 09, 2024
SELL
$75.81 - $80.15 $187,478 - $198,210
-2,473 Reduced 24.24%
7,731 $601 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $767,851 - $822,748
10,204 New
10,204 $823 Million

Others Institutions Holding SCHD

# of Institutions
1,974
Shares Held
839M
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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