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

Perissos Private Wealth Management, LLC

  • $112 Billion
  • Q2 2024

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 7,731 shares of SCHD stock, worth $217,318. This represents 0.54% of its overall portfolio holdings.

Number of Shares
7,731
Previous 10,204 24.24%
Holding current value
$217,318
Previous $823 Million 26.93%
% of portfolio
0.54%
Previous 0.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,706
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
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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