A detailed history of Red Tortoise LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Red Tortoise LLC holds 1,068 shares of SCHD stock, worth $89,989. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,068
Previous 1,442 25.94%
Holding current value
$89,989
Previous $116,000 28.45%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 31, 2024

SELL
$75.81 - $80.15 $28,352 - $29,976
-374 Reduced 25.94%
1,068 $83,000
Q1 2024

Apr 19, 2024

BUY
$75.25 - $80.63 $75 - $80
1 Added 0.07%
1,442 $116,000
Q4 2023

Jan 31, 2024

BUY
$66.9 - $76.32 $735 - $839
11 Added 0.77%
1,441 $109,000
Q3 2023

Nov 02, 2023

BUY
$70.63 - $75.66 $635 - $680
9 Added 0.63%
1,430 $101,000
Q2 2023

Jul 26, 2023

BUY
$69.18 - $73.94 $5,603 - $5,989
81 Added 6.04%
1,421 $103,000
Q1 2023

May 16, 2023

BUY
$70.28 - $78.03 $70 - $78
1 Added 0.07%
1,340 $98,000
Q4 2022

Feb 01, 2023

BUY
$67.16 - $79.06 $89,927 - $105,861
1,339 New
1,339 $101,000
Q3 2021

Nov 07, 2022

BUY
$74.23 - $78.13 $99,245 - $104,459
1,337 New
1,337 $89,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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