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 $10.2 Million. This represents 10.05% of its overall portfolio holdings.

Number of Shares

367,657

Previous 361,110 1.81%

Holding current value

$10.2 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

1,853

Shares Held

504M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History