Smartleaf Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Smartleaf Asset Management LLC

$981 Billion
Q4 2024

A detailed history of Smartleaf Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 128,727 shares of SCHD stock, worth $3.58 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

128,727

Previous 41,452 210.54%

Holding current value

$3.58 Million

Previous $3.49 Billion 0.36%

% of portfolio

0.36%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $2.35 Million - $7.41 Million	87,275 Added 210.54%	128,727 $3.51 Billion
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $208,724 - $230,512	2,710 Added 6.99%	41,452 $3.49 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $257,299 - $272,029	3,394 Added 9.6%	38,742 $2.99 Billion
Q1 2024 Oct 07, 2024	SELL	$75.25 - $80.63 $255,097 - $273,335	-3,390 Reduced 8.75%	35,352 $2.84 Billion
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $2.64 Million - $2.83 Million	35,129 Added 16040.64%	35,348 $2.7 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $14,651 - $16,714	219 New	219 $17 Million

Others Institutions Holding SCHD

# of Institutions

1,928

Shares Held

818M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Smartleaf Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History