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 70 shares of SCHD stock, worth $1,959. This represents 0.0% of its overall portfolio holdings.

Number of Shares
70
Previous 68 2.94%
Holding current value
$1,959
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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