Silvia Mccoll Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Silvia Mccoll Wealth Management, LLC

  • $132 Billion
  • Q1 2025

A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 697,533 shares of SCHD stock, worth $19.2 Million. This represents 14.79% of its overall portfolio holdings.

Number of Shares
697,533
Previous 699,122 0.23%
Holding current value
$19.2 Million
Previous $19.1 Billion 2.11%
% of portfolio
14.79%
Previous 14.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
SELL
$27.01 - $28.54 $42,918 - $45,350
-1,589 Reduced 0.23%
697,533 $19.5 Billion
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $12.6 Million - $39.7 Million
467,112 Added 201.33%
699,122 $19.1 Billion
Q3 2024

Oct 02, 2024
BUY
$77.02 - $85.06 $1.8 Million - $1.99 Million
23,406 Added 11.22%
232,010 $19.6 Billion
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $166,402 - $175,929
2,195 Added 1.06%
208,604 $16.2 Billion
Q1 2024

Apr 18, 2024
SELL
$75.25 - $80.63 $407,779 - $436,933
-5,419 Reduced 2.56%
206,409 $16.1 Billion
Q4 2023

Jan 09, 2024
BUY
$66.9 - $76.32 $481,746 - $549,580
7,201 Added 3.52%
211,828 $16.1 Billion
Q3 2023

Oct 17, 2023
BUY
$70.63 - $75.66 $577,824 - $618,974
8,181 Added 4.16%
204,627 $14.5 Billion
Q2 2023

Sep 05, 2023
BUY
$69.18 - $73.94 $718,365 - $767,792
10,384 Added 5.58%
196,446 $14.3 Billion
Q1 2023

Sep 05, 2023
BUY
$70.28 - $78.03 $978,227 - $1.09 Million
13,919 Added 8.09%
186,062 $13.6 Billion
Q4 2022

Sep 05, 2023
BUY
$67.16 - $79.06 $11.6 Million - $13.6 Million
172,143 New
172,143 $13 Billion

Others Institutions Holding SCHD

# of Institutions
1,952
Shares Held
848M
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
Track This Portfolio

Track Silvia Mccoll Wealth Management, LLC Portfolio

Follow Silvia Mccoll Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silvia Mccoll Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silvia Mccoll Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email