Private Client Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Private Client Services, LLC

  • $186 Billion
  • Q3 2024

A detailed history of Private Client Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Client Services, LLC holds 5,763 shares of SCHD stock, worth $156,062. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,763
Previous 5,497 4.84%
Holding current value
$156,062
Previous $427 Million 13.96%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Oct 03, 2024
BUY
$77.02 - $85.06 $20,487 - $22,625
266 Added 4.84%
5,763 $487 Million
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $14,297 - $15,319
-190 Reduced 3.34%
5,497 $443 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $380,460 - $434,031
5,687 New
5,687 $433 Million

Others Institutions Holding SCHD

# of Institutions
1,760
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 Private Client Services, LLC Portfolio

Follow Private Client Services, 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email