Base Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Base Wealth Management LLC

  • $175 Billion
  • Q3 2025

A detailed history of Base Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Base Wealth Management LLC holds 7,756 shares of SCHD stock, worth $206,076. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,756
Previous 256,153 96.97%
Holding current value
$206,076
Previous $6.79 Billion 96.88%
% of portfolio
0.12%
Previous 4.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$26.38 - $27.95 $6.55 Million - $6.94 Million
-248,397 Reduced 96.97%
7,756 $212 Million
Q2 2025

Sep 19, 2025
BUY
$24.32 - $27.87 $183,664 - $210,474
7,552 Added 3.04%
256,153 $6.79 Billion
Q1 2025

Sep 19, 2025
BUY
$27.01 - $28.54 $6.71 Million - $7.1 Million
248,601 New
248,601 $6.95 Billion

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
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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