Wealth Shield Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 16,869 shares of SCHD stock, worth $469,126. This represents 0.2% of its overall portfolio holdings.

Number of Shares
16,869
Previous 16,593 1.66%
Holding current value
$469,126
Previous $1.29 Million 10.47%
% of portfolio
0.2%
Previous 0.2%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $21,257 - $23,476
276 Added 1.66%
16,869 $1.43 Million
Q2 2024

Jul 26, 2024
SELL
$75.81 - $80.15 $22,591 - $23,884
-298 Reduced 1.76%
16,593 $1.29 Million
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $10,760 - $11,530
143 Added 0.85%
16,891 $1.36 Million
Q4 2023

Jan 23, 2024
SELL
$66.9 - $76.32 $133 - $152
-2 Reduced 0.01%
16,748 $1.28 Million
Q3 2023

Oct 25, 2023
SELL
$70.63 - $75.66 $39,199 - $41,991
-555 Reduced 3.21%
16,750 $1.19 Million
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $105,430 - $112,684
1,524 Added 9.66%
17,305 $1.26 Million
Q1 2023

May 08, 2023
SELL
$70.28 - $78.03 $31,555 - $35,035
-449 Reduced 2.77%
15,781 $1.15 Million
Q4 2022

Feb 13, 2023
SELL
$67.16 - $79.06 $13,767 - $16,207
-205 Reduced 1.25%
16,230 $1.23 Million
Q3 2022

Nov 04, 2022
BUY
$66.43 - $77.87 $16,873 - $19,778
254 Added 1.57%
16,435 $1.09 Million
Q2 2022

Aug 11, 2022
SELL
$70.31 - $80.24 $1,476 - $1,685
-21 Reduced 0.13%
16,181 $1.16 Million
Q1 2022

May 09, 2022
BUY
$75.14 - $81.94 $1.22 Million - $1.33 Million
16,202 New
16,202 $1.28 Million
Q3 2021

Nov 12, 2021
SELL
$74.23 - $78.13 $4.99 Million - $5.25 Million
-67,225 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$73.32 - $77.65 $661,566 - $700,635
9,023 Added 15.5%
67,225 $5.08 Million
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $3.34 Million - $3.89 Million
52,832 Added 983.84%
58,202 $4.24 Million
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $53,923 - $64,117
984 Added 22.44%
5,370 $344,000
Q3 2020

Oct 30, 2020
BUY
$50.37 - $58.54 $220,922 - $256,756
4,386 New
4,386 $243,000
Q2 2020

Aug 13, 2020
SELL
$43.56 - $56.5 $11,325 - $14,690
-260 Closed
0 $0
Q1 2019

May 14, 2019
BUY
N/A
260 New
260 $14,000

Others Institutions Holding SCHD

# of Institutions
1,759
Shares Held
276M
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
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