Sonoma Private Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Sonoma Private Wealth LLC

  • $61.9 Billion
  • Q4 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 11,580 shares of SCHD stock, worth $326,671. This represents 0.51% of its overall portfolio holdings.

Number of Shares
11,580
Previous 3,860 200.0%
Holding current value
$326,671
Previous $326 Million 3.04%
% of portfolio
0.51%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $207,899 - $655,814
7,720 Added 200.0%
11,580 $316 Million
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $38,510 - $42,530
500 Added 14.88%
3,860 $326 Million
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
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
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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