Next Level Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 383,170 shares of SCHD stock, worth $10.3 Million. This represents 6.5% of its overall portfolio holdings.

Number of Shares
383,170
Previous 348,439 9.97%
Holding current value
$10.3 Million
Previous $9.74 Billion 4.23%
% of portfolio
6.5%
Previous 7.38%

Shares

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

Jul 22, 2025
BUY
$24.32 - $27.87 $844,657 - $967,952
34,731 Added 9.97%
383,170 $10.2 Billion
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $573,368 - $605,847
21,228 Added 6.49%
348,439 $9.74 Billion
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $8.81 Million - $27.8 Million
327,211 New
327,211 $8.94 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
896M
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
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email