A detailed history of Toroso Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Toroso Investments, LLC holds 5,394 shares of SCHD stock, worth $454,498. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,394
Previous 3,843 40.36%
Holding current value
$454,498
Previous $309,000 35.6%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024

BUY
$75.81 - $80.15 $117,581 - $124,312
1,551 Added 40.36%
5,394 $419,000
Q1 2024

May 15, 2024

BUY
$75.25 - $80.63 $289,185 - $309,861
3,843 New
3,843 $309,000
Q2 2021

Aug 13, 2021

SELL
$73.32 - $77.65 $3.04 Million - $3.22 Million
-41,497 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$63.23 - $73.67 $2.62 Million - $3.06 Million
41,497 New
41,497 $3.03 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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