A detailed history of Raab & Moskowitz Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Raab & Moskowitz Asset Management LLC holds 23,015 shares of SCHD stock, worth $1.94 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
23,015
Previous 17,311 32.95%
Holding current value
$1.94 Million
Previous $1.4 Million 28.24%
% of portfolio
0.49%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$75.81 - $80.15 $432,420 - $457,175
5,704 Added 32.95%
23,015 $1.79 Million
Q1 2024

May 14, 2024

BUY
$75.25 - $80.63 $593,346 - $635,767
7,885 Added 83.65%
17,311 $1.4 Million
Q4 2023

Feb 02, 2024

BUY
$66.9 - $76.32 $247,463 - $282,307
3,699 Added 64.59%
9,426 $717,000
Q3 2023

Oct 30, 2023

BUY
$70.63 - $75.66 $147,192 - $157,675
2,084 Added 57.21%
5,727 $405,000
Q2 2023

Aug 07, 2023

BUY
$69.18 - $73.94 $252,022 - $269,363
3,643 New
3,643 $264,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Raab & Moskowitz Asset Management LLC Portfolio

Follow Raab & Moskowitz Asset Management 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 Raab & Moskowitz Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Raab & Moskowitz Asset Management LLC with notifications on news.