Blake Schutter Theil Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Blake Schutter Theil Wealth Advisors, LLC

  • $88 Billion
  • Q1 2025

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 24,561 shares of SCHD stock, worth $642,761. This represents 0.78% of its overall portfolio holdings.

Number of Shares
24,561
Previous 19,846 23.76%
Holding current value
$642,761
Previous $542 Million 26.65%
% of portfolio
0.78%
Previous 0.57%

Shares

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

May 02, 2025
BUY
$27.01 - $28.54 $127,352 - $134,566
4,715 Added 23.76%
24,561 $687 Million
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $356,795 - $1.13 Million
13,249 Added 200.83%
19,846 $542 Million
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $508,100 - $561,140
6,597 New
6,597 $558 Million

Others Institutions Holding SCHD

# of Institutions
1,997
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
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