Sky Oak Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Sky Oak Wealth, LLC

  • $454 Million
  • Q1 2025

A detailed history of Sky Oak Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 11,854 shares of SCHD stock, worth $306,070. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,854
Previous 11,756 0.83%
Holding current value
$306,070
Previous $321,000 3.12%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 01, 2025
BUY
$27.01 - $28.54 $2,646 - $2,796
98 Added 0.83%
11,854 $331,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $316,589 - $998,672
11,756 New
11,756 $321,000
Q3 2020

Nov 03, 2020
SELL
$50.37 - $58.54 $346,747 - $402,989
-6,884 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$43.56 - $56.5 $41,207 - $53,449
946 Added 15.93%
6,884 $356,000
Q1 2020

May 04, 2020
BUY
$39.5 - $59.28 $53,957 - $80,976
1,366 Added 29.88%
5,938 $267,000
Q4 2019

Feb 04, 2020
BUY
$52.87 - $58.15 $241,721 - $265,861
4,572 New
4,572 $265,000

Others Institutions Holding SCHD

# of Institutions
1,993
Shares Held
866M
Call Options Held
4.77M
Put Options Held
2.36M
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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