Sar Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 423,551 shares of SCHD stock, worth $11.3 Million. This represents 7.94% of its overall portfolio holdings.

Number of Shares
423,551
Previous 413,673 2.39%
Holding current value
$11.3 Million
Previous $11.3 Billion 4.79%
% of portfolio
7.94%
Previous 7.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$27.01 - $28.54 $266,804 - $281,918
9,878 Added 2.39%
423,551 $11.8 Billion
Q4 2024

Jan 15, 2025
BUY
$26.93 - $84.95 $7.39 Million - $23.3 Million
274,473 Added 197.18%
413,673 $11.3 Billion
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $128,238 - $141,624
1,665 Added 1.21%
139,200 $11.8 Billion
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $9.97 Million - $10.5 Million
131,451 Added 2160.6%
137,535 $10.7 Billion
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $457,821 - $490,552
6,084 New
6,084 $491 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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