A detailed history of Stonebrook Private Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonebrook Private Inc. holds 10,518 shares of SCHD stock, worth $295,660. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,518
Previous 10,239 2.72%
Holding current value
$295,660
Previous $826 Million 0.93%
% of portfolio
0.24%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$75.81 - $80.15 $21,150 - $22,361
279 Added 2.72%
10,518 $818 Million
Q1 2024

May 07, 2024

BUY
$75.25 - $80.63 $115,960 - $124,250
1,541 Added 17.72%
10,239 $826 Million
Q4 2023

Feb 05, 2024

BUY
$66.9 - $76.32 $581,896 - $663,831
8,698 New
8,698 $662 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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