Sugarloaf Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 150 shares of SCHD stock, worth $4,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Holding current value
$4,061
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $11,553 - $12,759
150 New
150 $12,000
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $20,091 - $21,528
267 New
267 $21,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $7,628 - $8,171
108 Added 4.15%
2,710 $191,000
Q2 2023

Jul 13, 2023
BUY
$69.18 - $73.94 $180,006 - $192,391
2,602 New
2,602 $188,000
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $671 - $790
10 Added 12.35%
91 $6,000
Q3 2022

Oct 11, 2022
BUY
$66.43 - $77.87 $5,380 - $6,307
81 New
81 $6,000

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
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email