Iams Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iams Wealth Management, LLC holds 15,351 shares of SCHD stock, worth $423,380. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,351
Previous 31,790 51.71%
Holding current value
$423,380
Previous $869 Million 50.58%
% of portfolio
0.2%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$27.01 - $28.54 $444,017 - $469,169
-16,439 Reduced 51.71%
15,351 $429 Million
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $691,804 - $2.18 Million
25,689 Added 421.06%
31,790 $869 Million
Q3 2024

Oct 11, 2024
BUY
$77.02 - $85.06 $469,899 - $518,951
6,101 New
6,101 $516 Million

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
849M
Call Options Held
4.82M
Put Options Held
2.73M
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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