Stonehearth Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Stonehearth Capital Management, LLC

  • $238 Million
  • Q1 2025

A detailed history of Stonehearth Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 633,985 shares of SCHD stock, worth $17.5 Million. This represents 7.34% of its overall portfolio holdings.

Number of Shares
633,985
Previous 610,355 3.87%
Holding current value
$17.5 Million
Previous $16.7 Million 4.86%
% of portfolio
7.34%
Previous 6.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 01, 2025
BUY
$27.01 - $28.54 $638,246 - $674,400
23,630 Added 3.87%
633,985 $17.5 Million
Q4 2024

Jan 07, 2025
BUY
$26.93 - $84.95 $11.1 Million - $35.1 Million
412,792 Added 208.94%
610,355 $16.7 Million
Q3 2024

Oct 02, 2024
BUY
$77.02 - $85.06 $8.2 Million - $9.05 Million
106,404 Added 116.72%
197,563 $16.7 Million
Q2 2024

Jul 05, 2024
BUY
$75.81 - $80.15 $6.91 Million - $7.31 Million
91,159 New
91,159 $7.09 Million

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
849M
Call Options Held
4.82M
Put Options Held
2.73M
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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