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

Stonehearth Capital Management, LLC

  • $248 Million
  • Q3 2024

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 197,563 shares of SCHD stock, worth $5.35 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
197,563
Previous 91,159 116.72%
Holding current value
$5.35 Million
Previous $7.09 Million 135.61%
% of portfolio
6.73%
Previous 3.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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