Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Regimen Wealth, LLC

$309 Billion
Q3 2024

A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Regimen Wealth, LLC holds 367,657 shares of SCHD stock, worth $10.8 Million. This represents 10.05% of its overall portfolio holdings.

Number of Shares

367,657

Previous 361,110 1.81%

Holding current value

$10.8 Million

Previous $28.1 Billion 10.68%

% of portfolio

10.05%

Previous 9.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $504,249 - $556,887	6,547 Added 1.81%	367,657 $31.1 Billion
Q2 2024 Aug 14, 2024	SELL	$75.81 - $80.15 $111,592 - $117,980	-1,472 Reduced 0.41%	361,110 $28.1 Billion
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $510,044 - $546,510	6,778 Added 1.9%	362,582 $29.2 Billion
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $5.41 Million - $6.17 Million	80,798 Added 29.38%	355,804 $27.2 Billion
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $1.09 Million - $1.16 Million	15,371 Added 5.92%	275,006 $19.5 Billion
Q2 2023 Aug 08, 2023	BUY	$69.18 - $73.94 $1.52 Million - $1.62 Million	21,962 Added 9.24%	259,635 $18.9 Billion
Q1 2023 May 05, 2023	BUY	$70.28 - $78.03 $13.4 Million - $14.8 Million	190,297 Added 401.67%	237,673 $18.3 Billion
Q4 2022 Feb 06, 2023	BUY	$67.16 - $79.06 $3.18 Million - $3.75 Million	47,376 New	47,376 $3.58 Billion

Others Institutions Holding SCHD

# of Institutions

1,753

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Account

Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History