A detailed history of Silverlake Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 24,261 shares of SCHD stock, worth $712,060. This represents 0.78% of its overall portfolio holdings.

Number of Shares
24,261
Previous 22,274 8.92%
Holding current value
$712,060
Previous $1.73 Billion 18.4%
% of portfolio
0.78%
Previous 0.71%

Shares

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

Oct 10, 2024

BUY
$77.02 - $85.06 $153,038 - $169,014
1,987 Added 8.92%
24,261 $2.05 Billion
Q2 2024

Aug 02, 2024

SELL
$75.81 - $80.15 $77,098 - $81,512
-1,017 Reduced 4.37%
22,274 $1.73 Billion
Q1 2024

Apr 18, 2024

SELL
$75.25 - $80.63 $120,926 - $129,572
-1,607 Reduced 6.45%
23,291 $1.88 Billion
Q4 2023

Jan 22, 2024

BUY
$66.9 - $76.32 $19,066 - $21,751
285 Added 1.16%
24,898 $1.9 Billion
Q3 2023

Oct 10, 2023

BUY
$70.63 - $75.66 $229,547 - $245,895
3,250 Added 15.21%
24,613 $1.74 Billion
Q2 2023

Jul 25, 2023

BUY
$69.18 - $73.94 $90,349 - $96,565
1,306 Added 6.51%
21,363 $1.55 Billion
Q1 2023

Apr 12, 2023

BUY
$70.28 - $78.03 $130,509 - $144,901
1,857 Added 10.2%
20,057 $1.47 Billion
Q4 2022

Feb 15, 2023

BUY
$67.16 - $79.06 $1.22 Million - $1.44 Million
18,200 New
18,200 $1.37 Billion
Q3 2022

Apr 06, 2023

BUY
$66.43 - $77.87 $51,084 - $59,882
769 Added 4.28%
18,716 $1.24 Billion
Q2 2022

Apr 06, 2023

SELL
$70.31 - $80.24 $17,788 - $20,300
-253 Reduced 1.39%
17,947 $1.29 Billion
Q1 2022

Apr 06, 2023

SELL
$75.14 - $81.94 $516,512 - $563,255
-6,874 Reduced 27.64%
17,997 $1.42 Billion
Q4 2021

Apr 06, 2023

BUY
$74.93 - $80.86 $499,858 - $539,417
6,671 Added 36.65%
24,871 $2.01 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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