A detailed history of Zega Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zega Financial, LLC holds 2,722 shares of SCHD stock, worth $211,962. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,722
Previous 3,197 14.86%
Holding current value
$211,962
Previous $243 Million 9.83%
% of portfolio
0.08%
Previous 0.08%

Shares

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

May 09, 2024

SELL
$75.25 - $80.63 $35,743 - $38,299
-475 Reduced 14.86%
2,722 $219 Million
Q4 2023

Feb 14, 2024

BUY
$66.9 - $76.32 $213,879 - $243,995
3,197 New
3,197 $243 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Zega Financial, LLC Portfolio

Follow Zega Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Zega Financial, LLC with notifications on news.