True Wealth Design, LLC Schwab Strategic Tr Us Dividen Transaction History

True Wealth Design, LLC

  • $401 Billion
  • Q1 2024

A detailed history of True Wealth Design, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Wealth Design, LLC holds 524 shares of SCHD stock, worth $40,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares
524
Previous 522 0.38%
Holding current value
$40,442
Previous $39.8 Million 6.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024
BUY
$75.25 - $80.63 $150 - $161
2 Added 0.38%
524 $42.2 Million
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $936 - $1,068
-14 Reduced 2.61%
522 $39.8 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $141 - $151
2 Added 0.37%
536 $37.9 Million
Q2 2023

Aug 14, 2023
SELL
$69.18 - $73.94 $8,024 - $8,577
-116 Reduced 17.85%
534 $38.8 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $15,742 - $17,478
-224 Reduced 25.63%
650 $47.6 Million
Q4 2022

Feb 15, 2023
BUY
$73.08 - $79.06 $63,871 - $69,098
874 New
874 $66 Million

Others Institutions Holding SCHD

# of Institutions
1,642
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 True Wealth Design, LLC Portfolio

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

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email