Portside Wealth Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,498 shares of SCHD stock, worth $70,468. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,498
Holding current value
$70,468
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$26.93 - $84.95 $67,271 - $212,205
2,498 New
2,498 $211 Million
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $21,742 - $24,803
-325 Reduced 8.32%
3,582 $273 Million
Q3 2023

Oct 27, 2023
SELL
$70.63 - $75.66 $4,308 - $4,615
-61 Reduced 1.54%
3,907 $275 Million
Q2 2023

Sep 01, 2023
SELL
$69.18 - $73.94 $3.57 Million - $3.81 Million
-51,584 Reduced 92.86%
3,968 $288 Million
Q2 2023

Aug 01, 2023
BUY
$69.18 - $73.94 $3.84 Million - $4.11 Million
55,552 New
55,552 $4.03 Million

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
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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