Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Dividen Transaction History

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 84,203 shares of SCHD stock, worth $2.26 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
84,203
Previous 70,792 18.94%
Holding current value
$2.26 Million
Previous $1.93 Billion 21.73%
% of portfolio
1.51%
Previous 1.3%

Shares

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

May 14, 2025
BUY
$27.01 - $28.54 $362,231 - $382,749
13,411 Added 18.94%
84,203 $2.35 Billion
Q4 2024

May 12, 2025
BUY
$26.93 - $84.95 $1.91 Million - $6.01 Million
70,792 New
70,792 $1.93 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
Track This Portfolio

Track Barnes Wealth Management Group, Inc Portfolio

Follow Barnes Wealth Management Group, Inc 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 Barnes Wealth Management Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Wealth Management Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email