Tyler Stone Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 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 59,746 shares of SCHD stock, worth $1.66 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

59,746

Previous 2,691 2120.22%

Holding current value

$1.66 Million

Previous $227,000 618.94%

% of portfolio

0.31%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $1.54 Million - $4.85 Million	57,055 Added 2120.22%	59,746 $1.63 Million
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

1,928

Shares Held

818M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Tyler Stone Wealth Management Schwab Strategic Tr Us Dividen Transaction History