Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 6,058 shares of SCHD stock, worth $165,322. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,058
Previous 3,765 60.9%
Holding current value
$165,322
Previous $292,000 75.34%
% of portfolio
0.28%
Previous 0.18%

Shares

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

Oct 21, 2024
BUY
$77.02 - $85.06 $176,606 - $195,042
2,293 Added 60.9%
6,058 $512,000
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $283,316 - $303,571
3,765 New
3,765 $303,000

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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