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

Global Wealth Management, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Wealth Management, LLC holds 710,673 shares of SCHD stock, worth $19.1 Million. This represents 10.64% of its overall portfolio holdings.

Number of Shares
710,673
Previous 689,679 3.04%
Holding current value
$19.1 Million
Previous $19.3 Billion 0.65%
% of portfolio
10.64%
Previous 11.13%

Shares

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

Jul 15, 2025
BUY
$24.32 - $27.87 $510,574 - $585,102
20,994 Added 3.04%
710,673 $19.4 Billion
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $11,992 - $12,671
444 Added 0.06%
689,679 $19.3 Billion
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $12.3 Million - $38.9 Million
458,338 Added 198.5%
689,235 $18.8 Billion
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $17.8 Million - $19.6 Million
230,897 New
230,897 $19.5 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
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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