Wealth Management Resources, Inc. Schwab Strategic Tr Us Dividen Transaction History

Wealth Management Resources, Inc.

$357 Million
Q1 2024

A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 289,777 shares of SCHD stock, worth $22.4 Million. This represents 6.55% of its overall portfolio holdings.

Number of Shares

289,777

Previous 276,601 4.76%

Holding current value

$22.4 Million

Previous $21.1 Million 10.96%

% of portfolio

6.55%

Previous 6.58%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $991,494 - $1.06 Million	13,176 Added 4.76%	289,777 $23.4 Million
Q4 2023 Jan 19, 2024	SELL	$66.9 - $76.32 $11,975 - $13,661	-179 Reduced 0.06%	276,601 $21.1 Million
Q3 2023 Oct 24, 2023	BUY	$70.63 - $75.66 $1.35 Million - $1.45 Million	19,105 Added 7.41%	276,780 $19.6 Million
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $1.76 Million - $1.88 Million	25,381 Added 10.93%	257,675 $18.7 Million
Q1 2023 Apr 10, 2023	BUY	$70.28 - $78.03 $525,272 - $583,196	7,474 Added 3.32%	232,294 $17 Million

Q4 2022 Jan 17, 2023	BUY	$73.08 - $79.06 $388,347 - $420,124	5,314 Added 2.42%	224,820 $0
Q3 2022 Oct 13, 2022	BUY	N/A	8,906 Added 4.23%	219,506 $14.6 Million
Q2 2022 Jul 22, 2022	BUY	N/A	14,361 Added 7.32%	210,600 $15.1 Million
Q1 2022 Apr 20, 2022	BUY	N/A	5,436 Added 2.85%	196,239 $15.5 Million
Q4 2021 Feb 10, 2022	BUY	N/A	190,803 New	190,803 $15.4 Million

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

Ticker SCHD
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Wealth Management Resources, Inc. Schwab Strategic Tr Us Dividen Transaction History