A detailed history of Vigilant Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vigilant Capital Management, LLC holds 1,495 shares of SCHD stock, worth $115,249. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,495
Previous 1,495 -0.0%
Holding current value
$115,249
Previous $109,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 01, 2023

SELL
$70.28 - $78.03 $1,405 - $1,560
-20 Reduced 1.32%
1,495 $109,000
Q4 2022

Jan 26, 2023

SELL
$73.08 - $79.06 $41,509 - $44,906
-568 Reduced 27.27%
1,515 $114,000
Q3 2022

Oct 25, 2022

BUY
N/A
250 Added 13.64%
2,083 $138,000
Q2 2022

Jul 06, 2022

SELL
N/A
-818 Reduced 30.86%
1,833 $131,000
Q1 2022

Apr 07, 2022

BUY
N/A
157 Added 6.3%
2,651 $209,000
Q4 2021

Jan 06, 2022

SELL
N/A
-277 Reduced 10.0%
2,494 $202,000
Q3 2021

Oct 08, 2021

SELL
N/A
-3,024 Reduced 52.18%
2,771 $206,000
Q2 2021

Jul 09, 2021

BUY
N/A
16 Added 0.28%
5,795 $438,000
Q1 2021

Apr 16, 2021

BUY
N/A
5,779 New
5,779 $421,000
Q4 2020

Jan 14, 2021

SELL
N/A
-687 Closed
0 $0
Q3 2020

Oct 15, 2020

BUY
N/A
687 New
687 $38,000
Q4 2019

Jan 17, 2020

SELL
N/A
-4,349 Closed
0 $0
Q3 2019

Oct 16, 2019

BUY
N/A
4,349 New
4,349 $238,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Vigilant Capital Management, LLC Portfolio

Follow Vigilant Capital Management, 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 Vigilant Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vigilant Capital Management, LLC with notifications on news.