Rkl Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Rkl Wealth Management LLC

  • $1.1 Billion
  • Q3 2024

A detailed history of Rkl Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rkl Wealth Management LLC holds 4,599 shares of SCHD stock, worth $131,669. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,599
Previous 4,568 0.68%
Holding current value
$131,669
Previous $355,000 9.3%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 01, 2024
BUY
$77.02 - $85.06 $2,387 - $2,636
31 Added 0.68%
4,599 $388,000
Q2 2024

Jul 17, 2024
SELL
$75.81 - $80.15 $2,122 - $2,244
-28 Reduced 0.61%
4,568 $355,000
Q1 2024

May 08, 2024
SELL
$75.25 - $80.63 $27,842 - $29,833
-370 Reduced 7.45%
4,596 $370,000
Q4 2023

Jan 24, 2024
BUY
$66.9 - $76.32 $30,774 - $35,107
460 Added 10.21%
4,966 $378,000
Q3 2023

Nov 03, 2023
SELL
$70.63 - $75.66 $556,917 - $596,579
-7,885 Reduced 63.63%
4,506 $318,000
Q2 2023

Aug 07, 2023
SELL
$69.18 - $73.94 $34,174 - $36,526
-494 Reduced 3.83%
12,391 $899,000
Q1 2023

May 01, 2023
SELL
$70.28 - $78.03 $10,893 - $12,094
-155 Reduced 1.19%
12,885 $942,000
Q4 2022

Feb 06, 2023
SELL
$67.16 - $79.06 $71,122 - $83,724
-1,059 Reduced 7.51%
13,040 $985,000
Q3 2022

Nov 10, 2022
SELL
$66.43 - $77.87 $21,058 - $24,684
-317 Reduced 2.2%
14,099 $937,000
Q2 2022

Aug 01, 2022
BUY
$70.31 - $80.24 $36,279 - $41,403
516 Added 3.71%
14,416 $1.03 Million
Q1 2022

May 10, 2022
BUY
$75.14 - $81.94 $216,628 - $236,233
2,883 Added 26.17%
13,900 $1.1 Million
Q4 2021

Feb 08, 2022
SELL
$74.93 - $80.86 $2,847 - $3,072
-38 Reduced 0.34%
11,017 $890,000
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $593 - $625
8 Added 0.07%
11,055 $821,000
Q2 2021

Aug 13, 2021
SELL
$73.32 - $77.65 $150,672 - $159,570
-2,055 Reduced 15.68%
11,047 $835,000
Q1 2021

May 10, 2021
SELL
$63.23 - $73.67 $187,729 - $218,726
-2,969 Reduced 18.47%
13,102 $955,000
Q4 2020

Feb 11, 2021
SELL
$54.8 - $65.16 $32,496 - $38,639
-593 Reduced 3.56%
16,071 $1.03 Million
Q3 2020

Nov 09, 2020
SELL
$50.37 - $58.54 $604 - $702
-12 Reduced 0.07%
16,664 $922,000
Q2 2020

Aug 07, 2020
BUY
$43.56 - $56.5 $653 - $847
15 Added 0.09%
16,676 $863,000
Q1 2020

Apr 28, 2020
SELL
$39.5 - $59.28 $127,585 - $191,474
-3,230 Reduced 16.24%
16,661 $749,000
Q4 2019

Feb 04, 2020
SELL
$52.87 - $58.15 $845 - $930
-16 Reduced 0.08%
19,891 $1.15 Million
Q3 2019

Oct 31, 2019
SELL
$54.39 - $55.76 $26,651 - $27,322
-490 Reduced 2.4%
19,907 $1.09 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-6,932 Reduced 25.36%
20,397 $1.08 Million
Q1 2019

Apr 26, 2019
SELL
N/A
-833 Reduced 2.96%
27,329 $1.43 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-857 Reduced 2.95%
28,162 $1.32 Million
Q3 2018

Nov 07, 2018
SELL
N/A
-2,706 Reduced 8.53%
29,019 $1.54 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-3,137 Reduced 9.0%
31,725 $1.56 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-1,988 Reduced 5.39%
34,862 $1.71 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-2,369 Reduced 6.04%
36,850 $1.89 Million
Q3 2017

Nov 07, 2017
SELL
N/A
-4,310 Reduced 9.9%
39,219 $1.84 Million
Q2 2017

Aug 14, 2017
BUY
N/A
43,529
43,529 $1.97 Million

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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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