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

Robertson Stephens Wealth Management, LLC

  • $1.94 Billion
  • Q2 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 42,155 shares of SCHD stock, worth $3.56 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
42,155
Previous 3,031 1290.8%
Holding current value
$3.56 Million
Previous $244,000 1243.03%
% of portfolio
0.17%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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