Spire Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spire Wealth Management holds 97,408 shares of SCHD stock, worth $2.64 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
97,408
Previous 95,433 2.07%
Holding current value
$2.64 Million
Previous $7.42 Million 10.96%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Oct 15, 2024
BUY
$77.02 - $85.06 $152,114 - $167,993
1,975 Added 2.07%
97,408 $8.23 Million
Q2 2024

Jul 31, 2024
SELL
$75.81 - $80.15 $245,624 - $259,686
-3,240 Reduced 3.28%
95,433 $7.42 Million
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $196,402 - $210,444
2,610 Added 2.72%
98,673 $7.96 Million
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $354,503 - $404,419
5,299 Added 5.84%
96,063 $7.31 Million
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $237,952 - $254,898
3,369 Added 3.85%
90,764 $6.42 Million
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $547,905 - $585,604
7,920 Added 9.97%
87,395 $6.35 Million
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $2.23 Million - $2.47 Million
31,667 Added 66.24%
79,475 $5.81 Million
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $890,743 - $1.05 Million
13,263 Added 38.39%
47,808 $3.61 Million
Q3 2022

Nov 07, 2022
BUY
$66.43 - $77.87 $184,741 - $216,556
2,781 Added 8.76%
34,545 $2.3 Million
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $374,541 - $427,438
5,327 Added 20.15%
31,764 $2.28 Million
Q1 2022

Apr 18, 2022
SELL
$75.14 - $81.94 $4.46 Million - $4.86 Million
-59,370 Reduced 69.19%
26,437 $2.09 Million
Q4 2021

Jan 14, 2022
BUY
$74.93 - $80.86 $5.37 Million - $5.8 Million
71,687 Added 507.7%
85,807 $6.94 Million
Q3 2021

Oct 22, 2021
SELL
$74.23 - $78.13 $49,511 - $52,112
-667 Reduced 4.51%
14,120 $1.05 Million
Q2 2021

Jul 26, 2021
SELL
$73.32 - $77.65 $4.37 Million - $4.63 Million
-59,573 Reduced 80.11%
14,787 $1.12 Million
Q1 2021

May 21, 2021
BUY
$63.23 - $73.67 $4.67 Million - $5.44 Million
73,865 Added 14922.22%
74,360 $5.47 Million
Q1 2021

May 07, 2021
BUY
$63.23 - $73.67 $31,298 - $36,466
495 New
495 $36,000

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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