Wealthspan Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealthspan Partners, LLC

  • $179 Million
  • Q2 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 4,972 shares of SCHD stock, worth $418,940. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,972
Previous 3,056 62.7%
Holding current value
$418,940
Previous $246,000 56.91%
% of portfolio
0.22%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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