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

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 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 26,951 shares of SCHD stock, worth $754,358. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,951

Previous 35,791 24.7%

Holding current value

$754,358

Previous $2.78 Million 18.15%

% of portfolio

0.1%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$77.02 - $85.06 $680,856 - $751,930	-8,840 Reduced 24.7%	26,951 $2.28 Million
Q2 2024 Jul 16, 2024	SELL	$75.81 - $80.15 $231,447 - $244,697	-3,053 Reduced 7.86%	35,791 $2.78 Million
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

1,784

Shares Held

333M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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