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

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 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 28,544 shares of SCHD stock, worth $805,226. This represents 0.66% of its overall portfolio holdings.

Number of Shares
28,544
Previous 18,848 51.44%
Holding current value
$805,226
Previous $1.59 Million 51.1%
% of portfolio
0.66%
Previous 0.83%

Shares

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

Feb 06, 2025
BUY
$26.93 - $84.95 $261,113 - $823,675
9,696 Added 51.44%
28,544 $779,000
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
1,931
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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