Td Private Client Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Td Private Client Wealth LLC

$3.58 Trillion
Q4 2024

A detailed history of Td Private Client Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Td Private Client Wealth LLC holds 816,753 shares of SCHD stock, worth $22.8 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

816,753

Previous 267,125 205.76%

Holding current value

$22.8 Million

Previous $22.6 Billion 1.18%

% of portfolio

0.62%

Previous 0.65%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $14.8 Million - $46.7 Million	549,628 Added 205.76%	816,753 $22.3 Billion
Q3 2024 Nov 18, 2024	BUY	$77.02 - $85.06 $453,031 - $500,322	5,882 Added 2.25%	267,125 $22.6 Billion
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $19.8 Million - $20.9 Million	261,243 New	261,243 $20.3 Billion
Q1 2024 Aug 16, 2024	SELL	$75.25 - $80.63 $45,676 - $48,942	-607 Reduced 0.22%	269,595 $21.8 Billion
Q4 2023 Aug 16, 2024	SELL	$66.9 - $76.32 $2.47 Million - $2.82 Million	-36,971 Reduced 12.04%	270,202 $20.6 Billion
Q3 2023 Aug 16, 2024	SELL	$70.63 - $75.66 $325,745 - $348,943	-4,612 Reduced 1.48%	307,173 $21.8 Billion
Q2 2023 Aug 16, 2024	BUY	$69.18 - $73.94 $4.03 Million - $4.3 Million	58,185 Added 22.94%	311,785 $22.7 Billion
Q1 2023 Aug 16, 2024	BUY	$70.28 - $78.03 $1.61 Million - $1.78 Million	22,859 Added 9.91%	253,600 $18.6 Billion
Q4 2022 Aug 16, 2024	BUY	$67.16 - $79.06 $1.33 Million - $1.57 Million	19,850 Added 9.41%	230,741 $17.5 Billion
Q3 2022 Aug 16, 2024	BUY	$66.43 - $77.87 $586,709 - $687,747	8,832 Added 4.37%	210,891 $14 Billion
Q2 2022 Aug 16, 2024	BUY	$70.31 - $80.24 $1.97 Million - $2.25 Million	28,052 Added 16.12%	202,059 $14.5 Billion
Q1 2022 Aug 16, 2024	BUY	$75.14 - $81.94 $2.81 Million - $3.06 Million	37,363 Added 27.34%	174,007 $13.8 Billion
Q4 2021 Aug 16, 2024	BUY	$74.93 - $80.86 $1.46 Million - $1.58 Million	19,498 Added 16.64%	136,644 $11.1 Billion
Q3 2021 Aug 16, 2024	SELL	$74.23 - $78.13 $10.7 Million - $11.3 Million	-144,097 Reduced 55.16%	117,146 $8.7 Billion
Q2 2021 Aug 16, 2024	BUY	$73.32 - $77.65 $2.93 Million - $3.1 Million	39,910 Added 64.12%	102,156 $7.73 Billion
Q1 2021 Aug 16, 2024	SELL	$63.23 - $73.67 $12.6 Million - $14.7 Million	-198,997 Reduced 76.17%	62,246 $4.54 Billion

Others Institutions Holding SCHD

# of Institutions

1,949

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Account

Td Private Client Wealth LLC Schwab Strategic Tr Us Dividen Transaction History