West Branch Capital LLC Schwab Strategic Tr Us Dividen Transaction History

West Branch Capital LLC

  • $297 Million
  • Q4 2024

A detailed history of West Branch Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Branch Capital LLC holds 659 shares of SCHD stock, worth $18,162. This represents 0.01% of its overall portfolio holdings.

Number of Shares
659
Previous 218 202.29%
Holding current value
$18,162
Previous $18,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $11,876 - $37,462
441 Added 202.29%
659 $18,000
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $1,078 - $1,190
14 Added 6.86%
218 $18,000
Q1 2024

Apr 23, 2024
SELL
$75.25 - $80.63 $3,461 - $3,708
-46 Reduced 18.4%
204 $16,000
Q4 2023

Jan 19, 2024
BUY
$66.9 - $76.32 $6,489 - $7,403
97 Added 63.4%
250 $19,000
Q3 2023

Oct 20, 2023
BUY
$70.63 - $75.66 $2,472 - $2,648
35 Added 29.66%
153 $10,000
Q2 2023

Aug 04, 2023
BUY
$69.18 - $73.94 $1,937 - $2,070
28 Added 31.11%
118 $8,000
Q1 2023

Apr 20, 2023
BUY
$70.28 - $78.03 $983 - $1,092
14 Added 18.42%
90 $6,000
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $940 - $1,106
14 Added 22.58%
76 $0
Q3 2022

Oct 19, 2022
BUY
$66.43 - $77.87 $1,461 - $1,713
22 Added 55.0%
62 $4,000
Q2 2022

Jul 28, 2022
BUY
$70.31 - $80.24 $1,617 - $1,845
23 Added 135.29%
40 $3,000
Q1 2022

May 03, 2022
BUY
$75.14 - $81.94 $1,277 - $1,392
17 New
17 $1,000

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
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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