Straight Path Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Straight Path Wealth Management

  • $190 Million
  • Q2 2024

A detailed history of Straight Path Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Straight Path Wealth Management holds 3,920 shares of SCHD stock, worth $330,299. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,920
Previous 3,929 0.23%
Holding current value
$330,299
Previous $316,000 3.8%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Aug 15, 2024
SELL
$75.81 - $80.15 $682 - $721
-9 Reduced 0.23%
3,920 $304,000
Q4 2023

Jan 23, 2024
BUY
$66.9 - $76.32 $602 - $686
9 Added 0.23%
3,929 $299,000
Q3 2023

Oct 31, 2023
BUY
$70.63 - $75.66 $276,869 - $296,587
3,920 New
3,920 $277,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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