Ullmann Wealth Partners Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Ullmann Wealth Partners Group, LLC

  • $774 Million
  • Q4 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 12,294 shares of SCHD stock, worth $349,887. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,294
Previous 4,098 200.0%
Holding current value
$349,887
Previous $346,000 3.18%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $220,718 - $696,250
8,196 Added 200.0%
12,294 $335,000
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $315,627 - $348,575
4,098 New
4,098 $346,000

Others Institutions Holding SCHD

# of Institutions
1,945
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
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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