New Insight Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

New Insight Wealth Advisors

$266 Billion
Q3 2025

A detailed history of New Insight Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Insight Wealth Advisors holds 394,799 shares of SCHD stock, worth $10.5 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

394,799

Previous 580,869 32.03%

Holding current value

$10.5 Million

Previous $15.4 Billion 29.98%

% of portfolio

4.05%

Previous 6.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$26.38 - $27.95 $4.91 Million - $5.2 Million	-186,070 Reduced 32.03%	394,799 $10.8 Billion
Q2 2025 Jul 16, 2025	SELL	$24.32 - $27.87 $452,157 - $518,159	-18,592 Reduced 3.1%	580,869 $15.4 Billion
Q1 2025 Apr 30, 2025	BUY	$27.01 - $28.54 $2.08 Million - $2.2 Million	77,081 Added 14.76%	599,461 $16.8 Billion
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $9.62 Million - $30.4 Million	357,380 Added 216.59%	522,380 $14.3 Billion
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $927,397 - $1.02 Million	12,041 Added 7.87%	165,000 $13.9 Billion
Q2 2024 Aug 15, 2024	BUY	$75.81 - $80.15 $886,218 - $936,953	11,690 Added 8.27%	152,959 $11.9 Billion
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $77,959 - $83,532	1,036 Added 0.74%	141,269 $11.4 Billion
Q4 2023 May 08, 2024	BUY	$66.9 - $76.32 $9.38 Million - $10.7 Million	140,233 New	140,233 $10.7 Billion

Others Institutions Holding SCHD

# of Institutions

2,028

Shares Held

838M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.

Account

New Insight Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History