Basepoint Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Basepoint Wealth LLC

  • $129 Billion
  • Q2 2025

A detailed history of Basepoint Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Basepoint Wealth LLC holds 19,136 shares of SCHD stock, worth $508,443. This represents 0.39% of its overall portfolio holdings.

Number of Shares
19,136
Previous 19,385 1.28%
Holding current value
$508,443
Previous $542 Million 6.44%
% of portfolio
0.39%
Previous 0.42%

Shares

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

Oct 16, 2025
SELL
$24.32 - $27.87 $6,055 - $6,939
-249 Reduced 1.28%
19,136 $507 Million
Q1 2025

Oct 16, 2025
BUY
$27.01 - $28.54 $4,672 - $4,937
173 Added 0.9%
19,385 $542 Million
Q4 2024

Oct 16, 2025
BUY
$26.93 - $84.95 $256,696 - $809,743
9,532 Added 98.47%
19,212 $525 Million
Q3 2024

Oct 16, 2025
SELL
$77.02 - $85.06 $3,851 - $4,253
-50 Reduced 0.51%
9,680 $818 Million
Q2 2024

Oct 16, 2025
BUY
$75.81 - $80.15 $31,385 - $33,182
414 Added 4.44%
9,730 $757 Million
Q1 2024

Oct 16, 2025
BUY
$75.25 - $80.63 $701,029 - $751,149
9,316 New
9,316 $751 Million

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
843M
Call Options Held
4.51M
Put Options Held
2.75M
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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