Transform Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Transform Wealth, LLC holds 59,687 shares of SCHD stock, worth $4.6 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
59,687
Previous 39,081 52.73%
Holding current value
$4.6 Million
Previous $2.98 Million 61.75%
% of portfolio
0.47%
Previous 0.3%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $1.55 Million - $1.66 Million
20,606 Added 52.73%
59,687 $4.81 Million
Q4 2023

Jan 18, 2024
BUY
$66.9 - $76.32 $841,668 - $960,181
12,581 Added 47.48%
39,081 $2.98 Million
Q3 2023

Oct 10, 2023
SELL
$70.63 - $75.66 $479,507 - $513,655
-6,789 Reduced 20.39%
26,500 $1.88 Million
Q2 2023

Jul 13, 2023
SELL
$69.18 - $73.94 $83,776 - $89,541
-1,211 Reduced 3.51%
33,289 $2.42 Million
Q1 2023

Apr 14, 2023
BUY
$70.28 - $78.03 $944,703 - $1.05 Million
13,442 Added 63.83%
34,500 $2.52 Million
Q4 2022

Jan 12, 2023
BUY
$73.08 - $79.06 $581,936 - $629,554
7,963 Added 60.81%
21,058 $0
Q3 2022

Oct 21, 2022
BUY
N/A
337 Added 2.64%
13,095 $870,000
Q2 2022

Jul 15, 2022
BUY
N/A
1,338 Added 11.72%
12,758 $914,000
Q1 2022

Apr 25, 2022
BUY
N/A
616 Added 5.7%
11,420 $901,000
Q4 2021

Jan 26, 2022
BUY
N/A
94 Added 0.88%
10,804 $873,000
Q3 2021

Oct 15, 2021
SELL
N/A
-75 Reduced 0.7%
10,710 $795,000
Q2 2021

Jul 20, 2021
BUY
N/A
2,750 Added 34.23%
10,785 $816,000
Q1 2021

Apr 22, 2021
SELL
N/A
-175 Reduced 2.13%
8,035 $586,000
Q4 2020

Jan 20, 2021
SELL
N/A
-3,152 Reduced 27.74%
8,210 $527,000
Q3 2020

Oct 21, 2020
SELL
N/A
-1,931 Reduced 14.53%
11,362 $628,000
Q2 2020

Jul 22, 2020
SELL
N/A
-1,712 Reduced 11.41%
13,293 $688,000
Q1 2020

Apr 30, 2020
BUY
N/A
234 Added 1.58%
15,005 $675,000
Q4 2019

Jan 24, 2020
SELL
N/A
-744 Reduced 4.8%
14,771 $856,000
Q3 2019

Oct 24, 2019
SELL
N/A
-68 Reduced 0.44%
15,515 $850,000
Q2 2019

Jul 30, 2019
SELL
N/A
-819 Reduced 4.99%
15,583 $827,000
Q1 2019

Apr 12, 2019
SELL
N/A
-2,427 Reduced 12.89%
16,402 $857,000
Q4 2018

Jan 30, 2019
SELL
N/A
-40 Reduced 0.21%
18,829 $884,000
Q3 2018

Oct 25, 2018
SELL
N/A
-4,907 Reduced 20.64%
18,869 $1 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-13,798 Reduced 36.72%
23,776 $1.17 Million
Q1 2018

May 03, 2018
SELL
N/A
-3,949 Reduced 9.51%
37,574 $1.84 Million
Q4 2017

Feb 08, 2018
SELL
N/A
-3,959 Reduced 8.7%
41,523 $2.13 Million
Q3 2017

Oct 19, 2017
BUY
N/A
45,482
45,482 $2.13 Million

Others Institutions Holding SCHD

# of Institutions
1,647
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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 Transform Wealth, LLC Portfolio

Follow Transform Wealth, 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 Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email