Rvw Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Rvw Wealth, LLC

$953 Million
Q2 2024

A detailed history of Rvw Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rvw Wealth, LLC holds 222,254 shares of SCHD stock, worth $18.4 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

222,254

Previous 214,896 3.42%

Holding current value

$18.4 Million

Previous $17.3 Million 0.26%

% of portfolio

1.81%

Previous 1.84%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$75.81 - $80.15 $557,809 - $589,743	7,358 Added 3.42%	222,254 $17.3 Million
Q1 2024 Apr 05, 2024	BUY	$75.25 - $80.63 $882,532 - $945,628	11,728 Added 5.77%	214,896 $17.3 Million
Q4 2023 Jan 08, 2024	SELL	$66.9 - $76.32 $554,199 - $632,234	-8,284 Reduced 3.92%	203,168 $15.5 Million
Q3 2023 Oct 12, 2023	SELL	$70.63 - $75.66 $7.3 Million - $7.82 Million	-103,384 Reduced 32.84%	211,452 $15 Million
Q2 2023 Jul 06, 2023	BUY	$69.18 - $73.94 $10.6 Million - $11.3 Million	153,397 Added 95.02%	314,836 $22.9 Million
Q1 2023 Apr 11, 2023	BUY	$70.28 - $78.03 $10.6 Million - $11.7 Million	150,488 Added 1374.19%	161,439 $11.8 Million
Q4 2022 Jan 12, 2023	SELL	$73.08 - $79.06 $892,233 - $965,243	-12,209 Reduced 52.72%	10,951 $0
Q3 2022 Oct 13, 2022	SELL	N/A	-1,379 Reduced 5.62%	23,160 $1.54 Million
Q2 2022 Jul 13, 2022	BUY	N/A	24,539 New	24,539 $1.76 Million

Others Institutions Holding SCHD

# of Institutions

1,658

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
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