Schrum Private Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 18,848 shares of SCHD stock, worth $510,403. This represents 0.83% of its overall portfolio holdings.

Number of Shares
18,848
Previous 9,841 91.53%
Holding current value
$510,403
Previous $765,000 108.24%
% of portfolio
0.83%
Previous 0.69%

Shares

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

Nov 05, 2024
BUY
$77.02 - $85.06 $693,719 - $766,135
9,007 Added 91.53%
18,848 $1.59 Million
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $99,538 - $105,236
-1,313 Reduced 11.77%
9,841 $765,000
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $132,590 - $142,070
1,762 Added 18.76%
11,154 $899,000
Q4 2023

Jan 25, 2024
SELL
$66.9 - $76.32 $48,636 - $55,484
-727 Reduced 7.18%
9,392 $715,000
Q3 2023

Nov 06, 2023
BUY
$70.63 - $75.66 $3,743 - $4,009
53 Added 0.53%
10,119 $716,000
Q2 2023

Jul 24, 2023
BUY
$69.18 - $73.94 $16,603 - $17,745
240 Added 2.44%
10,066 $730,000
Q1 2023

Apr 19, 2023
BUY
$70.28 - $78.03 $143,371 - $159,181
2,040 Added 26.2%
9,826 $718,000
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $218,538 - $257,261
3,254 Added 71.8%
7,786 $0
Q3 2022

Oct 26, 2022
BUY
$66.43 - $77.87 $77,855 - $91,263
1,172 Added 34.88%
4,532 $301,000
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $236,241 - $269,606
3,360 New
3,360 $241,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
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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