Pur Efi Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025

A detailed history of Pur Efi Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 9,000 shares of SCHD stock, worth $245,160. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,000
Previous 9,600 6.25%
Holding current value
$245,160
Previous $254 Million 3.42%
% of portfolio
0.19%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$26.38 - $27.95 $15,828 - $16,770
-600 Reduced 6.25%
9,000 $246 Million
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $233,472 - $267,552
9,600 New
9,600 $254 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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