Vanguard Personalized Indexing Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Vanguard Personalized Indexing Management, LLC

  • $4.59 Billion
  • Q1 2024

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 6,201 shares of SCHD stock, worth $480,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,201
Previous 6,201 -0.0%
Holding current value
$480,267
Previous $472,000 5.72%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
SELL
$66.9 - $76.32 $4,214 - $4,808
-63 Reduced 1.01%
6,201 $472,000
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $4,449 - $4,766
63 Added 1.02%
6,264 $443,000
Q2 2023

Jul 28, 2023
BUY
$69.18 - $73.94 $62,123 - $66,398
898 Added 16.93%
6,201 $450,000
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $11,807 - $13,109
168 Added 3.27%
5,303 $387,000
Q3 2022

Nov 14, 2022
SELL
N/A
-440 Reduced 7.89%
5,135 $341,000
Q2 2022

Aug 09, 2022
SELL
N/A
-148 Reduced 2.59%
5,575 $399,000
Q1 2022

May 16, 2022
BUY
N/A
588 Added 11.45%
5,723 $451,000
Q3 2021

Nov 09, 2021
SELL
N/A
-398 Reduced 7.19%
5,135 $381,000
Q2 2021

Aug 11, 2021
BUY
N/A
215 Added 4.04%
5,533 $418,000
Q4 2020

Jan 20, 2021
BUY
N/A
5,318 New
5,318 $341,000
Q4 2020

Jan 19, 2021
SELL
N/A
-5,318 Closed
0 $0
Q2 2020

Jul 27, 2020
BUY
N/A
5,318 New
5,318 $275,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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