Ridgecrest Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 7,118 shares of SCHD stock, worth $192,755. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,118
Previous 6,813 4.48%
Holding current value
$192,755
Previous $529,000 13.61%
% of portfolio
0.32%
Previous 0.32%

Shares

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

Nov 04, 2024
BUY
$77.02 - $85.06 $23,491 - $25,943
305 Added 4.48%
7,118 $601,000
Q2 2024

Aug 05, 2024
BUY
$75.81 - $80.15 $130,772 - $138,258
1,725 Added 33.9%
6,813 $529,000
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $75 - $80
1 Added 0.02%
5,088 $410,000
Q4 2023

Jan 09, 2024
BUY
$66.9 - $76.32 $340,320 - $388,239
5,087 New
5,087 $387,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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