Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Long View Wealth Management

$414 Billion
Q4 2025

A detailed history of Long View Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Long View Wealth Management holds 785,876 shares of SCHD stock, worth $21.4 Million. This represents 5.41% of its overall portfolio holdings.

Number of Shares

785,876

Previous 810,070 2.99%

Holding current value

$21.4 Million

Previous $22.1 Billion 1.28%

% of portfolio

5.41%

Previous 5.99%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$26.44 - $27.53 $639,689 - $666,060	-24,194 Reduced 2.99%	785,876 $22.4 Billion
Q3 2025 Oct 14, 2025	SELL	$26.38 - $27.95 $257,389 - $272,708	-9,757 Reduced 1.19%	810,070 $22.1 Billion
Q2 2025 Jul 11, 2025	BUY	$24.32 - $27.87 $104,235 - $119,450	4,286 Added 0.53%	819,827 $21.7 Billion
Q1 2025 Apr 21, 2025	BUY	$27.01 - $28.54 $1.3 Million - $1.37 Million	48,108 Added 6.27%	815,541 $22.8 Billion
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $14.8 Million - $46.6 Million	548,146 Added 249.97%	767,433 $21 Billion

Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $1.08 Million - $1.19 Million	13,959 Added 6.8%	219,287 $18.5 Billion
Q2 2024 Jul 22, 2024	BUY	$75.81 - $80.15 $1.65 Million - $1.75 Million	21,796 Added 11.88%	205,328 $16 Billion
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $603,881 - $647,055	8,025 Added 4.57%	183,532 $14.8 Billion
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $11.7 Million - $13.4 Million	175,507 New	175,507 $13.4 Billion

Others Institutions Holding SCHD

# of Institutions

2,060

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
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Long View Wealth Management Schwab Strategic Tr Us Dividen Transaction History