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 829 shares of SCHD stock, worth $69,851. This represents 0.03% of its overall portfolio holdings.

Number of Shares
829
Previous 829 -0.0%
Holding current value
$69,851
Previous $66,000 3.03%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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