Wealthspan Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthspan Partners, LLC holds 16,024 shares of SCHD stock, worth $458,767. This represents 0.68% of its overall portfolio holdings.

Number of Shares
16,024
Previous 4,972 222.28%
Holding current value
$458,767
Previous $386,000 250.78%
% of portfolio
0.68%
Previous 0.22%

Shares

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

Nov 04, 2024
BUY
$77.02 - $85.06 $851,225 - $940,083
11,052 Added 222.28%
16,024 $1.35 Million
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $145,251 - $153,567
1,916 Added 62.7%
4,972 $386,000
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $229,964 - $246,405
3,056 New
3,056 $246,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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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