Strategic Wealth Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 252,944 shares of SCHD stock, worth $6.75 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
252,944
Previous 85,011 197.54%
Holding current value
$6.75 Million
Previous $7.19 Million 3.83%
% of portfolio
0.67%
Previous 0.76%

Shares

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

Feb 14, 2025
BUY
$26.93 - $84.95 $4.52 Million - $14.3 Million
167,933 Added 197.54%
252,944 $6.91 Million
Q2 2024

Oct 08, 2024
SELL
$75.81 - $80.15 $21,681 - $22,922
-286 Reduced 0.34%
85,011 $6.61 Million
Q1 2024

May 20, 2024
BUY
$75.25 - $80.63 $3.42 Million - $3.67 Million
45,503 Added 114.35%
85,297 $6.88 Million
Q4 2023

May 20, 2024
BUY
$66.9 - $76.32 $110,251 - $125,775
1,648 Added 4.32%
39,794 $3.03 Million
Q3 2023

May 20, 2024
BUY
$70.63 - $75.66 $28,605 - $30,642
405 Added 1.07%
38,146 $2.7 Million
Q2 2023

May 20, 2024
BUY
$69.18 - $73.94 $2.61 Million - $2.79 Million
37,741 New
37,741 $2.74 Million
Q1 2023

Apr 24, 2023
SELL
$70.28 - $78.03 $198,822 - $220,746
-2,829 Closed
0 $0
Q4 2022

Apr 24, 2023
BUY
$67.16 - $79.06 $189,995 - $223,660
2,829 New
2,829 $213,000
Q4 2019

Jan 30, 2020
SELL
$52.87 - $58.15 $18,768 - $20,643
-355 Closed
0 $0
Q4 2018

Jan 24, 2019
BUY
N/A
25 Added 7.58%
355 $0
Q1 2018

Jul 13, 2018
BUY
N/A
330 New
330 $16,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
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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