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

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 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 9,744 shares of SCHD stock, worth $273,514. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,744

Previous 26,951 63.85%

Holding current value

$273,514

Previous $2.28 Million 88.32%

% of portfolio

0.01%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$26.93 - $84.95 $463,384 - $1.46 Million	-17,207 Reduced 63.85%	9,744 $266,000
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

1,800

Shares Held

384M

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