Rmr Wealth Builders Schwab Strategic Tr Us Dividen Transaction History

Rmr Wealth Builders

  • $936 Million
  • Q1 2025

A detailed history of Rmr Wealth Builders transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rmr Wealth Builders holds 15,766 shares of SCHD stock, worth $407,078. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,766
Previous 14,640 7.69%
Holding current value
$407,078
Previous $399,000 8.77%
% of portfolio
0.05%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$27.01 - $28.54 $30,413 - $32,136
1,126 Added 7.69%
15,766 $434,000
Q4 2024

Jan 10, 2025
BUY
$26.93 - $84.95 $281,849 - $889,086
10,466 Added 250.74%
14,640 $399,000
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $17,868 - $19,733
232 Added 5.89%
4,174 $352,000
Q2 2024

Jul 23, 2024
SELL
$75.81 - $80.15 $65,954 - $69,730
-870 Reduced 18.08%
3,942 $306,000
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $21,070 - $22,576
280 Added 6.18%
4,812 $387,000
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $36,460 - $41,594
-545 Reduced 10.73%
4,532 $345,000
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $12,007 - $12,862
-170 Reduced 3.24%
5,077 $359,000
Q2 2023

Jul 21, 2023
BUY
$69.18 - $73.94 $36,665 - $39,188
530 Added 11.24%
5,247 $381,000
Q1 2023

Apr 11, 2023
BUY
$70.28 - $78.03 $331,510 - $368,067
4,717 New
4,717 $345,000
Q2 2021

Aug 16, 2021
SELL
$73.32 - $77.65 $69,873 - $74,000
-953 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$63.23 - $73.67 $60,258 - $70,207
953 New
953 $69,000
Q4 2020

Feb 09, 2021
SELL
$54.8 - $65.16 $201,992 - $240,179
-3,686 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$50.37 - $58.54 $185,663 - $215,778
3,686 New
3,686 $204,000

Others Institutions Holding SCHD

# of Institutions
1,972
Shares Held
847M
Call Options Held
4.82M
Put Options Held
2.73M
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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