A detailed history of Relyea Zuckerberg Hanson LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Relyea Zuckerberg Hanson LLC holds 4,060 shares of SCHD stock, worth $116,237. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,060
Previous 5,570 27.11%
Holding current value
$116,237
Previous $433,000 20.79%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 17, 2024

SELL
$77.02 - $85.06 $116,300 - $128,440
-1,510 Reduced 27.11%
4,060 $343,000
Q2 2024

Oct 31, 2024

SELL
$75.81 - $80.15 $36,388 - $38,472
-480 Reduced 7.93%
5,570 $433,000
Q2 2024

Jul 17, 2024

SELL
$75.81 - $80.15 $36,388 - $38,472
-480 Reduced 7.93%
5,570 $433,000
Q1 2024

Oct 31, 2024

BUY
$75.25 - $80.63 $30,100 - $32,252
400 Added 7.08%
6,050 $487,000
Q1 2024

Apr 22, 2024

BUY
$75.25 - $80.63 $30,100 - $32,252
400 Added 7.08%
6,050 $487,000
Q4 2023

Oct 31, 2024

BUY
$66.9 - $76.32 $16,256 - $18,545
243 Added 4.49%
5,650 $430,000
Q4 2023

Jan 18, 2024

BUY
$66.9 - $76.32 $16,256 - $18,545
243 Added 4.49%
5,650 $430,000
Q3 2023

Oct 31, 2024

BUY
$70.63 - $75.66 $95,138 - $101,914
1,347 Added 33.18%
5,407 $382,000
Q3 2023

Oct 16, 2023

BUY
$70.63 - $75.66 $69,782 - $74,752
988 Added 22.36%
5,407 $382,000
Q2 2023

Jul 17, 2023

SELL
$69.18 - $73.94 $232,513 - $248,512
-3,361 Reduced 43.2%
4,419 $320,000
Q1 2023

Apr 18, 2023

BUY
$70.28 - $78.03 $39,216 - $43,540
558 Added 7.73%
7,780 $569,000
Q4 2022

Jan 18, 2023

BUY
$67.16 - $79.06 $271,192 - $319,244
4,038 Added 126.82%
7,222 $0
Q3 2022

Nov 02, 2022

SELL
$66.43 - $77.87 $43,179 - $50,615
-650 Reduced 16.95%
3,184 $212,000
Q2 2022

Jul 18, 2022

SELL
$70.31 - $80.24 $6,749 - $7,703
-96 Reduced 2.44%
3,834 $275,000
Q4 2021

Jan 27, 2022

SELL
$74.93 - $80.86 $52,750 - $56,925
-704 Reduced 15.19%
3,930 $305,000
Q4 2021

Jan 14, 2022

BUY
$74.93 - $80.86 $59,944 - $64,688
800 Added 20.87%
4,634 $297,000
Q1 2021

Apr 29, 2021

SELL
$63.23 - $73.67 $50,584 - $58,936
-800 Reduced 17.26%
3,834 $287,000
Q4 2020

Jan 28, 2021

BUY
$54.8 - $65.16 $253,943 - $301,951
4,634 New
4,634 $297,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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