Channel Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Channel Wealth LLC

  • $354 Billion
  • Q2 2025

A detailed history of Channel Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Channel Wealth LLC holds 394,853 shares of SCHD stock, worth $10.7 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
394,853
Previous 240,605 64.11%
Holding current value
$10.7 Million
Previous $6.73 Billion 55.54%
% of portfolio
2.96%
Previous 2.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$24.32 - $27.87 $3.75 Million - $4.3 Million
154,248 Added 64.11%
394,853 $10.5 Billion
Q1 2025

Apr 10, 2025
BUY
$27.01 - $28.54 $922,796 - $975,069
34,165 Added 16.55%
240,605 $6.73 Billion
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $4.15 Million - $13.1 Million
153,968 Added 293.43%
206,440 $5.64 Billion
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $443,866 - $490,200
5,763 Added 12.34%
52,472 $4.44 Billion
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $569,560 - $602,166
-7,513 Reduced 13.86%
46,709 $3.63 Billion
Q1 2024

Apr 12, 2024
BUY
$75.25 - $80.63 $177,439 - $190,125
2,358 Added 4.55%
54,222 $4.37 Billion
Q4 2023

Jan 08, 2024
SELL
$66.9 - $76.32 $129,317 - $147,526
-1,933 Reduced 3.59%
51,864 $3.95 Billion
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $710,255 - $760,836
10,056 Added 22.99%
53,797 $3.81 Billion
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $892,560 - $953,973
12,902 Added 41.84%
43,741 $3.18 Billion
Q1 2023

Apr 27, 2023
BUY
$70.28 - $78.03 $2.17 Million - $2.41 Million
30,839 New
30,839 $2.26 Billion

Others Institutions Holding SCHD

# of Institutions
2,005
Shares Held
878M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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