Simplicity Wealth,Llc Schwab Strategic Tr Us Dividen Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

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 147,184 shares of SCHD stock, worth $4.06 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

147,184

Previous 33,377 340.97%

Holding current value

$4.06 Million

Previous $911,000 345.55%

% of portfolio

0.34%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $3.07 Million - $3.25 Million	113,807 Added 340.97%	147,184 $4.06 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $57,037 - $179,924	2,118 Added 6.78%	33,377 $911,000
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

1,953

Shares Held

848M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Schwab Strategic Tr Us Dividen Transaction History