Simplicity Wealth,Llc Schwab Strategic Tr Us Dividen Transaction History

Simplicity Wealth,Llc

  • $4.32 Billion
  • Q2 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 42,151 shares of SCHD stock, worth $3.56 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
42,151
Previous 53,680 21.48%
Holding current value
$3.56 Million
Previous $4.33 Million 24.28%
% of portfolio
0.08%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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