Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Dividen Transaction History

Badgley Phelps Wealth Managers, LLC

$4.44 Billion
Q2 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 26,983 shares of SCHD stock, worth $716,938. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,983

Previous 26,944 0.14%

Holding current value

$716,938

Previous $753,000 5.05%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$24.32 - $27.87 $948 - $1,086	39 Added 0.14%	26,983 $715,000
Q1 2025 Apr 30, 2025	SELL	$27.01 - $28.54 $25,875 - $27,341	-958 Reduced 3.43%	26,944 $753,000
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $477,334 - $1.51 Million	17,725 Added 174.17%	27,902 $762,000
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $291,212 - $321,611	3,781 Added 59.12%	10,177 $860,000
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $222,805 - $235,560	2,939 Added 85.02%	6,396 $497,000
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $32,583 - $34,912	-433 Reduced 11.13%	3,457 $278,000
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $21,742 - $24,803	325 Added 9.12%	3,890 $296,000
Q3 2023 Nov 02, 2023	BUY	$70.63 - $75.66 $251,795 - $269,727	3,565 New	3,565 $252,000

Others Institutions Holding SCHD

# of Institutions

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Dividen Transaction History