Western Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Western Wealth Management, LLC holds 50,829 shares of SCHD stock, worth $3.92 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
50,829
Previous 74,476 31.75%
Holding current value
$3.92 Million
Previous $5.67 Million 27.71%
% of portfolio
0.32%
Previous 0.41%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$75.25 - $80.63 $1.78 Million - $1.91 Million
-23,647 Reduced 31.75%
50,829 $4.1 Million
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $941,751 - $1.07 Million
14,077 Added 23.31%
74,476 $5.67 Million
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $675,999 - $724,141
9,571 Added 18.83%
60,399 $4.27 Million
Q2 2023

Aug 30, 2023
BUY
$69.18 - $73.94 $355,446 - $379,903
5,138 Added 11.25%
50,828 $3.69 Million
Q1 2023

Aug 30, 2023
BUY
$70.28 - $78.03 $191,864 - $213,021
2,730 Added 6.35%
45,690 $3.34 Million
Q4 2022

Feb 02, 2023
SELL
$73.08 - $79.06 $1.7 Million - $1.84 Million
-23,291 Reduced 35.16%
42,960 $3.25 Million
Q3 2022

Nov 04, 2022
BUY
N/A
7,863 Added 13.47%
66,251 $4.5 Million
Q2 2022

Jul 18, 2022
BUY
N/A
7,337 Added 14.37%
58,388 $4.19 Million
Q1 2022

May 10, 2022
BUY
N/A
30,694 Added 150.78%
51,051 $4.03 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-6,241 Reduced 23.46%
20,357 $1.64 Million
Q2 2021

Aug 09, 2021
BUY
N/A
243 Added 0.92%
26,598 $2.02 Million
Q1 2021

May 14, 2021
BUY
N/A
1,210 Added 4.81%
26,355 $1.92 Million
Q4 2020

Feb 10, 2021
BUY
N/A
1,325 Added 5.56%
25,145 $1.61 Million
Q3 2020

Oct 27, 2020
BUY
N/A
1,125 Added 4.96%
23,820 $1.32 Million
Q2 2020

Jul 20, 2020
BUY
N/A
64 Added 0.28%
22,695 $1.18 Million
Q1 2020

Apr 27, 2020
BUY
N/A
1,917 Added 9.25%
22,631 $1.02 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-848 Reduced 3.93%
20,714 $1.2 Million
Q3 2019

Nov 08, 2019
BUY
N/A
3,298 Added 18.06%
21,562 $1.18 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-1,120 Reduced 5.78%
18,264 $968,000
Q1 2019

May 10, 2019
BUY
N/A
1,165 Added 6.39%
19,384 $1.01 Million
Q4 2018

Feb 15, 2019
BUY
N/A
18,219 New
18,219 $855,000

Others Institutions Holding SCHD

# of Institutions
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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