Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Regimen Wealth, LLC

$306 Billion
Q4 2024

A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Regimen Wealth, LLC holds 1,061,816 shares of SCHD stock, worth $29.5 Million. This represents 9.47% of its overall portfolio holdings.

Number of Shares

1,061,816

Previous 367,657 188.81%

Holding current value

$29.5 Million

Previous $31.1 Billion 6.66%

% of portfolio

9.47%

Previous 10.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $18.7 Million - $59 Million	694,159 Added 188.81%	1,061,816 $29 Billion
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $504,249 - $556,887	6,547 Added 1.81%	367,657 $31.1 Billion
Q2 2024 Aug 14, 2024	SELL	$75.81 - $80.15 $111,592 - $117,980	-1,472 Reduced 0.41%	361,110 $28.1 Billion
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $510,044 - $546,510	6,778 Added 1.9%	362,582 $29.2 Billion
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $5.41 Million - $6.17 Million	80,798 Added 29.38%	355,804 $27.2 Billion
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $1.09 Million - $1.16 Million	15,371 Added 5.92%	275,006 $19.5 Billion
Q2 2023 Aug 08, 2023	BUY	$69.18 - $73.94 $1.52 Million - $1.62 Million	21,962 Added 9.24%	259,635 $18.9 Billion
Q1 2023 May 05, 2023	BUY	$70.28 - $78.03 $13.4 Million - $14.8 Million	190,297 Added 401.67%	237,673 $18.3 Billion
Q4 2022 Feb 06, 2023	BUY	$67.16 - $79.06 $3.18 Million - $3.75 Million	47,376 New	47,376 $3.58 Billion

Others Institutions Holding SCHD

# of Institutions

1,919

Shares Held

789M

Call Options Held

4.7M

Put Options Held

2.08M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History