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

Sendero Wealth Management, LLC

  • $615 Million
  • Q3 2024

A detailed history of Sendero Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 88,657 shares of SCHD stock, worth $2.54 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
88,657
Previous 80,079 10.71%
Holding current value
$2.54 Million
Previous $6.23 Million 20.37%
% of portfolio
1.22%
Previous 1.07%

Shares

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

Oct 09, 2024
BUY
$77.02 - $85.06 $660,677 - $729,644
8,578 Added 10.71%
88,657 $7.49 Million
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $129,180 - $136,575
1,704 Added 2.17%
80,079 $6.23 Million
Q1 2024

Apr 16, 2024
SELL
$75.25 - $80.63 $2,332 - $2,499
-31 Reduced 0.04%
78,375 $6.32 Million
Q4 2023

Jan 17, 2024
BUY
$66.9 - $76.32 $127,845 - $145,847
1,911 Added 2.5%
78,406 $5.97 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $16,103 - $17,250
228 Added 0.3%
76,495 $5.41 Million
Q2 2023

Jul 20, 2023
SELL
$69.18 - $73.94 $238,740 - $255,166
-3,451 Reduced 4.33%
76,267 $5.54 Million
Q1 2023

Apr 27, 2023
BUY
$70.28 - $78.03 $1.43 Million - $1.59 Million
20,411 Added 34.42%
79,718 $5.83 Million
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $21,759 - $25,615
324 Added 0.55%
59,307 $4.48 Million
Q3 2022

Oct 27, 2022
BUY
$66.43 - $77.87 $3.92 Million - $4.59 Million
58,983 New
58,983 $3.92 Million
Q1 2022

May 06, 2022
SELL
$75.14 - $81.94 $3.94 Million - $4.29 Million
-52,374 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$74.93 - $80.86 $3.92 Million - $4.23 Million
52,374 New
52,374 $4.23 Million

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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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