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

Precedent Wealth Partners, LLC

  • $248 Billion
  • Q2 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 6,601 shares of SCHD stock, worth $558,774. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,601
Previous 2,636 150.42%
Holding current value
$558,774
Previous $213 Million 141.5%
% of portfolio
0.21%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
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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