Prestige Wealth Management Group LLC Schwab Strategic Tr Us Dividen Transaction History

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 3,732 shares of SCHD stock, worth $102,928. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,732
Previous 1,244 200.0%
Holding current value
$102,928
Previous $105,000 3.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 11, 2025
BUY
$26.93 - $84.95 $67,001 - $211,355
2,488 Added 200.0%
3,732 $101,000
Q3 2023

Apr 26, 2024
SELL
$70.63 - $75.66 $2,825 - $3,026
-40 Reduced 3.12%
1,244 $88,000
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $2,825 - $3,026
-40 Reduced 3.12%
1,244 $88,000
Q2 2023

Apr 26, 2024
SELL
$69.18 - $73.94 $8,094 - $8,650
-117 Reduced 8.35%
1,284 $93,000
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $8,094 - $8,650
-117 Reduced 8.35%
1,284 $93,000
Q1 2023

Apr 26, 2024
BUY
$70.28 - $78.03 $11,033 - $12,250
157 Added 12.62%
1,401 $102,000
Q2 2022

Aug 10, 2022
BUY
$70.31 - $80.24 $8,226 - $9,388
117 Added 9.11%
1,401 $100,000
Q3 2021

Nov 12, 2021
SELL
$74.23 - $78.13 $816 - $859
-11 Reduced 0.85%
1,284 $95,000
Q1 2021

May 13, 2021
SELL
$63.23 - $73.67 $3,161 - $3,683
-50 Reduced 3.72%
1,295 $94,000
Q3 2020

Oct 26, 2020
SELL
$50.37 - $58.54 $1,712 - $1,990
-34 Reduced 2.47%
1,345 $74,000
Q2 2019

Aug 16, 2019
SELL
N/A
-90 Reduced 6.13%
1,379 $73,000
Q1 2019

Aug 16, 2019
SELL
N/A
-1,787 Reduced 54.88%
1,469 $77,000
Q4 2018

Apr 16, 2019
BUY
N/A
3,256 New
3,256 $153,000

Others Institutions Holding SCHD

# of Institutions
1,954
Shares Held
848M
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
Track This Portfolio

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group 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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email