Waypoint Wealth Counsel Schwab Strategic Tr Us Dividen Transaction History

Waypoint Wealth Counsel

$159 Billion
Q1 2025

A detailed history of Waypoint Wealth Counsel transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waypoint Wealth Counsel holds 78,147 shares of SCHD stock, worth $2.12 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

78,147

Previous 77,041 1.44%

Holding current value

$2.12 Million

Previous $2.1 Billion 3.81%

% of portfolio

1.37%

Previous 1.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $29,873 - $31,565	1,106 Added 1.44%	78,147 $2.18 Billion
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $1.41 Million - $4.43 Million	52,197 Added 210.1%	77,041 $2.1 Billion
Q3 2024 Oct 04, 2024	BUY	$77.02 - $85.06 $16,559 - $18,287	215 Added 0.87%	24,844 $2.1 Billion
Q2 2024 Jul 19, 2024	SELL	$75.81 - $80.15 $213,253 - $225,461	-2,813 Reduced 10.25%	24,629 $1.92 Billion
Q1 2024 Apr 12, 2024	BUY	$75.25 - $80.63 $81,947 - $87,806	1,089 Added 4.13%	27,442 $2.21 Billion
Q4 2023 Apr 03, 2024	SELL	$66.9 - $76.32 $508,038 - $579,574	-7,594 Reduced 22.37%	26,353 $2.01 Billion
Q3 2023 Apr 03, 2024	SELL	$70.63 - $75.66 $6,709 - $7,187	-95 Reduced 0.28%	33,947 $2.4 Billion
Q2 2023 Apr 02, 2024	SELL	$69.18 - $73.94 $2.79 Million - $2.98 Million	-40,270 Reduced 54.19%	34,042 $2.47 Billion
Q1 2023 Apr 04, 2024	BUY	$70.28 - $78.03 $3.42 Million - $3.8 Million	48,669 Added 184.68%	75,022 $5.49 Billion
Q4 2022 Mar 22, 2024	BUY	$67.16 - $79.06 $4.99 Million - $5.88 Million	74,312 New	74,312 $5.61 Billion

Others Institutions Holding SCHD

# of Institutions

2,004

Shares Held

889M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Waypoint Wealth Counsel Schwab Strategic Tr Us Dividen Transaction History