Straight Path Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025

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 12,087 shares of SCHD stock, worth $330,216. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,087
Previous 12,087 -0.0%
Holding current value
$330,216
Previous $330,000 2.12%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $203,483 - $641,882
7,556 Added 166.76%
12,087 $330,000
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $47,059 - $51,971
611 Added 15.59%
4,531 $383,000
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
2,005
Shares Held
919M
Call Options Held
4.89M
Put Options Held
2.23M
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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