Wooster Corthell Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Wooster Corthell Wealth Management, Inc.

  • $489 Million
  • Q1 2025

A detailed history of Wooster Corthell Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wooster Corthell Wealth Management, Inc. holds 26,612 shares of SCHD stock, worth $696,436. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,612
Previous 20,002 33.05%
Holding current value
$696,436
Previous $546,000 36.26%
% of portfolio
0.15%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$27.01 - $28.54 $178,536 - $188,649
6,610 Added 33.05%
26,612 $744,000
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $538,653 - $1.7 Million
20,002 New
20,002 $546,000
Q3 2020

Nov 05, 2020
SELL
$50.37 - $58.54 $223,743 - $260,034
-4,442 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
$39.5 - $59.28 $175,459 - $263,321
4,442 New
4,442 $200,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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