Sanchez Wealth Management Group Schwab Strategic Tr Us Dividen Transaction History

Sanchez Wealth Management Group

  • $347 Million
  • Q4 2024

A detailed history of Sanchez Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sanchez Wealth Management Group holds 15,829 shares of SCHD stock, worth $446,536. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,829
Previous 5,276 200.02%
Holding current value
$446,536
Previous $445,000 2.92%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Jan 28, 2025
BUY
$26.93 - $84.95 $284,192 - $896,477
10,553 Added 200.02%
15,829 $432,000
Q4 2018

Feb 01, 2019
BUY
N/A
5,276 New
5,276 $248,000
Q3 2018

Nov 13, 2018
SELL
N/A
-5,276 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
43 Added 0.82%
5,276 $260,000
Q1 2018

May 14, 2018
BUY
N/A
27 Added 0.52%
5,233 $251,000
Q4 2017

Feb 12, 2018
BUY
N/A
5,206
5,206 $272,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
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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