Rockport Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Rockport Wealth LLC

  • $375 Billion
  • Q3 2024

A detailed history of Rockport Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rockport Wealth LLC holds 16,272 shares of SCHD stock, worth $465,867. This represents 0.37% of its overall portfolio holdings.

Number of Shares
16,272
Previous 19,046 14.56%
Holding current value
$465,867
Previous $1.48 Billion 7.13%
% of portfolio
0.37%
Previous 0.63%

Shares

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

Nov 13, 2024
SELL
$77.02 - $85.06 $213,653 - $235,956
-2,774 Reduced 14.56%
16,272 $1.38 Billion
Q2 2024

Aug 15, 2024
BUY
$75.81 - $80.15 $15,920 - $16,831
210 Added 1.11%
19,046 $1.48 Billion
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $1.42 Million - $1.52 Million
18,836 New
18,836 $1.51 Billion

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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