Steel Peak Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Steel Peak Wealth Management LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 38,844 shares of SCHD stock, worth $3.01 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
38,844
Previous 95,232 59.21%
Holding current value
$3.01 Million
Previous $7.25 Million 56.81%
% of portfolio
0.16%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$75.25 - $80.63 $4.24 Million - $4.55 Million
-56,388 Reduced 59.21%
38,844 $3.13 Million
Q4 2023

Jan 23, 2024
SELL
$66.9 - $76.32 $709,942 - $809,907
-10,612 Reduced 10.03%
95,232 $7.25 Million
Q3 2023

Nov 02, 2023
BUY
$70.63 - $75.66 $84,685 - $90,716
1,199 Added 1.15%
105,844 $7.49 Million
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $7.24 Million - $7.74 Million
104,645 New
104,645 $7.6 Million

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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