Precedent Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 8,482 shares of SCHD stock, worth $235,884. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,482
Previous 6,601 28.5%
Holding current value
$235,884
Previous $513 Million 39.67%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Oct 17, 2024
BUY
$77.02 - $85.06 $144,874 - $159,997
1,881 Added 28.5%
8,482 $717 Million
Q2 2024

Jul 23, 2024
BUY
$75.81 - $80.15 $300,586 - $317,794
3,965 Added 150.42%
6,601 $513 Million
Q1 2024

Apr 23, 2024
SELL
$75.25 - $80.63 $22,123 - $23,705
-294 Reduced 10.03%
2,636 $213 Million
Q4 2023

Jan 18, 2024
BUY
$66.9 - $76.32 $196,017 - $223,617
2,930 New
2,930 $223 Million

Others Institutions Holding SCHD

# of Institutions
1,759
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
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email