Scissortail Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Scissortail Wealth Management, LLC

  • $390 Million
  • Q4 2024

A detailed history of Scissortail Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Scissortail Wealth Management, LLC holds 168,033 shares of SCHD stock, worth $4.31 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
168,033
Previous 158 106250.0%
Holding current value
$4.31 Million
Previous $13,000 35207.69%
% of portfolio
1.18%
Previous 0.37%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $4.52 Million - $14.3 Million
167,875 Added 106250.0%
168,033 $4.59 Million
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $5.26 Million - $5.81 Million
-68,315 Reduced 99.77%
158 $13,000
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $50,337 - $53,219
664 Added 0.98%
68,473 $5.32 Million
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $5.1 Million - $5.47 Million
67,809 New
67,809 $5.47 Million
Q3 2022

Nov 03, 2022
BUY
$66.43 - $77.87 $2.72 Million - $3.19 Million
40,970 New
40,970 $2.98 Million

Others Institutions Holding SCHD

# of Institutions
1,967
Shares Held
851M
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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