Tyler Stone Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tyler Stone Wealth Management holds 2,691 shares of SCHD stock, worth $72,872. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,691
Previous 829 224.61%
Holding current value
$72,872
Previous $64,000 254.69%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 04, 2024
BUY
$77.02 - $85.06 $143,411 - $158,381
1,862 Added 224.61%
2,691 $227,000
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $15,877 - $17,012
-211 Reduced 20.29%
829 $66,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $669 - $763
10 Added 0.97%
1,040 $79,000
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $872,421 - $934,552
-12,352 Reduced 92.3%
1,030 $73,000
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $28,778 - $30,759
416 Added 3.21%
13,382 $972,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $19,073 - $22,453
284 Added 2.24%
12,966 $979,000
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $779,423 - $913,648
11,733 Added 1236.35%
12,682 $842,000
Q2 2022

Aug 11, 2022
BUY
$70.31 - $80.24 $632 - $722
9 Added 0.96%
949 $68,000
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $450 - $491
6 Added 0.64%
940 $74,000
Q4 2021

Feb 22, 2022
BUY
$74.93 - $80.86 $69,984 - $75,523
934 New
934 $75,000

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
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