Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 30,468 shares of SCHD stock, worth $797,347. This represents 0.23% of its overall portfolio holdings.

Number of Shares
30,468
Previous 23,953 27.2%
Holding current value
$797,347
Previous $654 Million 30.18%
% of portfolio
0.23%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$27.01 - $28.54 $175,970 - $185,938
6,515 Added 27.2%
30,468 $852 Million
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $514,497 - $1.62 Million
19,105 Added 394.08%
23,953 $654 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $373,392 - $412,370
4,848 New
4,848 $410 Million

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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 Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, 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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email