Simplicity Wealth,Llc Schwab Strategic Tr Us Dividen Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Simplicity Wealth,Llc holds 31,259 shares of SCHD stock, worth $846,493. This represents 0.26% of its overall portfolio holdings.

Number of Shares
31,259
Previous 42,151 25.84%
Holding current value
$846,493
Previous $3.28 Million 19.38%
% of portfolio
0.26%
Previous 0.08%

Shares

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

Oct 09, 2024
SELL
$77.02 - $85.06 $838,901 - $926,473
-10,892 Reduced 25.84%
31,259 $2.64 Million
Q2 2024

Jul 10, 2024
SELL
$75.81 - $80.15 $874,013 - $924,049
-11,529 Reduced 21.48%
42,151 $3.28 Million
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $3.61 Million - $3.87 Million
48,016 Added 847.74%
53,680 $4.33 Million
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $378,921 - $432,276
5,664 New
5,664 $431,000

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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