Wolff Wiese Magana LLC Schwab Strategic Tr Us Dividen Transaction History

Wolff Wiese Magana LLC

  • $146 Million
  • Q4 2024

A detailed history of Wolff Wiese Magana LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wolff Wiese Magana LLC holds 9,736 shares of SCHD stock, worth $270,952. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,736
Previous 3,192 205.01%
Holding current value
$270,952
Previous $269,000 1.49%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Jan 14, 2025
BUY
$26.93 - $84.95 $176,229 - $555,912
6,544 Added 205.01%
9,736 $265,000
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $16,944 - $18,713
220 Added 7.4%
3,192 $269,000
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $15,389 - $16,270
-203 Reduced 6.39%
2,972 $231,000
Q1 2024

Apr 18, 2024
BUY
$75.25 - $80.63 $1,128 - $1,209
15 Added 0.47%
3,175 $256,000
Q4 2023

Jan 16, 2024
BUY
$66.9 - $76.32 $2,408 - $2,747
36 Added 1.15%
3,160 $240,000
Q3 2023

Oct 30, 2023
BUY
$70.63 - $75.66 $50,641 - $54,248
717 Added 29.79%
3,124 $221,000
Q2 2023

Aug 01, 2023
BUY
$69.18 - $73.94 $1,245 - $1,330
18 Added 0.75%
2,407 $174,000
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $5,973 - $6,632
85 Added 3.69%
2,389 $174,000
Q4 2022

Feb 08, 2023
BUY
$67.16 - $79.06 $6,917 - $8,143
103 Added 4.68%
2,304 $174,000
Q3 2022

Oct 26, 2022
BUY
$66.43 - $77.87 $1,129 - $1,323
17 Added 0.78%
2,201 $146,000
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $8,296 - $9,468
118 Added 5.71%
2,184 $156,000
Q1 2022

May 09, 2022
SELL
$75.14 - $81.94 $19,085 - $20,812
-254 Reduced 10.95%
2,066 $163,000
Q4 2021

Jan 18, 2022
BUY
$74.93 - $80.86 $1,049 - $1,132
14 Added 0.61%
2,320 $188,000
Q3 2021

Oct 15, 2021
BUY
$74.23 - $78.13 $1,113 - $1,171
15 Added 0.65%
2,306 $171,000
Q2 2021

Jul 15, 2021
BUY
$73.32 - $77.65 $953 - $1,009
13 Added 0.57%
2,291 $173,000
Q1 2021

Apr 15, 2021
BUY
$63.23 - $73.67 $758 - $884
12 Added 0.53%
2,278 $166,000
Q4 2020

Jan 27, 2021
BUY
$54.8 - $65.16 $124,176 - $147,652
2,266 New
2,266 $145,000

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
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
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