Caliber Wealth Management, LLC / Ks Schwab Strategic Tr Us Dividen Transaction History

Caliber Wealth Management, LLC / Ks

  • $733 Billion
  • Q1 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 182,642 shares of SCHD stock, worth $4.88 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
182,642
Holding current value
$4.88 Million
% of portfolio
0.7%

Shares

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

May 06, 2025
BUY
$27.01 - $28.54 $4.93 Million - $5.21 Million
182,642 New
182,642 $5.11 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
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 Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email