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 $344,109. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,294
Previous 4,098 200.0%
Holding current value
$344,109
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
1,784
Shares Held
333M
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
Track This Portfolio

Track Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, 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 Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email