Wr Wealth Planners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,348 shares of SCHD stock, worth $39,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,348

Previous 50 2596.0%

Holding current value

$39,698

Previous $3,000 3666.67%

% of portfolio

0.03%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $99,971 - $110,407	1,298 Added 2596.0%	1,348 $113,000
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $1,061 - $1,122	-14 Reduced 21.88%	50 $3,000
Q1 2024 Jul 31, 2024	BUY	$75.25 - $80.63 $4,816 - $5,160	64 New	64 $5,000
Q3 2023 Aug 01, 2024	SELL	$70.63 - $75.66 $8,475 - $9,079	-120 Reduced 14.63%	700 $49.5 Million
Q2 2023 Aug 01, 2024	BUY	$69.18 - $73.94 $53,268 - $56,933	770 Added 1540.0%	820 $59.6 Million
Q1 2023 Aug 01, 2024	SELL	$70.28 - $78.03 $1,967 - $2,184	-28 Reduced 56.0%	22 $1.61 Million
Q3 2022 Oct 10, 2024	SELL	$66.43 - $77.87 $2,856 - $3,348	-43 Reduced 86.0%	7 $465,000
Q1 2022 Oct 17, 2024	SELL	$75.14 - $81.94 $98,658 - $107,587	-1,313 Reduced 97.4%	35 $2.76 Million

Others Institutions Holding SCHD

# of Institutions

1,757

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Schwab Strategic Tr Us Dividen Transaction History