Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 142,844 shares of SCHD stock, worth $3.97 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
142,844
Previous 43,215 230.54%
Holding current value
$3.97 Million
Previous $3.65 Million 6.85%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $2.68 Million - $8.46 Million
99,629 Added 230.54%
142,844 $3.9 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $81,641 - $90,163
1,060 Added 2.51%
43,215 $3.65 Million
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $2.97 Million - $3.14 Million
39,124 Added 1290.8%
42,155 $3.28 Million
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $228,082 - $244,389
3,031 New
3,031 $244,000

Others Institutions Holding SCHD

# of Institutions
1,928
Shares Held
818M
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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