Smart Portfolios, LLC Schwab Strategic Tr Us Dividen Transaction History

Smart Portfolios, LLC

  • $91.2 Million
  • Q3 2024

A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smart Portfolios, LLC holds 8,666 shares of SCHD stock, worth $234,675. This represents 0.8% of its overall portfolio holdings.

Number of Shares
8,666
Previous 8,420 2.92%
Holding current value
$234,675
Previous $654,000 11.93%
% of portfolio
0.8%
Previous 0.72%

Shares

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

Oct 30, 2024
BUY
$77.02 - $85.06 $18,946 - $20,924
246 Added 2.92%
8,666 $732,000
Q2 2024

Jul 22, 2024
BUY
$75.81 - $80.15 $22,363 - $23,644
295 Added 3.63%
8,420 $654,000
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $611,406 - $655,118
8,125 New
8,125 $655,000

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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