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 $433,929. This represents 0.68% of its overall portfolio holdings.

Number of Shares
16,024
Previous 4,972 222.28%
Holding current value
$433,929
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
1,760
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
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, 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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email