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

Prestige Wealth Management Group LLC

  • $460 Million
  • Q3 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 1,244 shares of SCHD stock, worth $35,615. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,244
Previous 1,244 -0.0%
Holding current value
$35,615
Previous $96,000 9.38%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,751
Shares Held
275M
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
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