News + Filings Holdings
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 20,088 | -1 | 1,458,767,000 | -10,958,000 | $72,618.83 |
| 03/31/2023 | Schwab US Dividend Equity ETF | SCHD | 20,089 | 811 | 1,469,725,000 | 1,468,444,000 | $73,160.68 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 19,278 | 595 | 1,281,000 | -57,000 | $66.45 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 18,683 | 557 | 1,338,000 | -92,000 | $71.62 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 18,126 | 627 | 1,430,000 | 16,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 17,499 | 17,499 | 1,414,000 | 1,414,000 | $80.80 |
| << Prev Next >> |
|