Sonoma Private Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Sonoma Private Wealth LLC

  • $61.6 Billion
  • Q2 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 3,360 shares of SCHD stock, worth $277,905. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,360
Previous 7,140 52.94%
Holding current value
$277,905
Previous $576 Million 54.62%
% of portfolio
0.42%
Previous 0.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $286,561 - $302,967
-3,780 Reduced 52.94%
3,360 $261 Million
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $477,666 - $544,924
7,140 New
7,140 $544 Million

Others Institutions Holding SCHD

# of Institutions
1,658
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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