Western Pacific Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History

Western Pacific Wealth Management, LP

  • $121 Million
  • Q4 2024

A detailed history of Western Pacific Wealth Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 211 shares of SCHD stock, worth $5,945. This represents 0.0% of its overall portfolio holdings.

Number of Shares
211
Previous 70 201.43%
Holding current value
$5,945
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 24, 2025
BUY
$26.93 - $84.95 $3,797 - $11,977
141 Added 201.43%
211 $5,000
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $154 - $170
2 Added 2.94%
70 $5,000
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $66 - $76
1 Added 1.49%
68 $5,000
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $4,499 - $5,297
67 New
67 $5,000

Others Institutions Holding SCHD

# of Institutions
1,929
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
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 Western Pacific Wealth Management, LP Portfolio

Follow Western Pacific Wealth Management, LP 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 Western Pacific Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Western Pacific Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email