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

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 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 43,215 shares of SCHD stock, worth $1.17 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
43,215
Previous 42,155 2.51%
Holding current value
$1.17 Million
Previous $3.28 Million 11.44%
% of portfolio
0.14%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
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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