Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Dividen Transaction History

Brass Tax Wealth Management, Inc

$476 Billion
Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 487,551 shares of SCHD stock, worth $12.6 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

487,551

Previous 472,009 3.29%

Holding current value

$12.6 Million

Previous $12.9 Billion 5.71%

% of portfolio

2.86%

Previous 2.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$27.01 - $28.54 $419,789 - $443,568	15,542 Added 3.29%	487,551 $13.6 Billion
Q4 2024 Apr 29, 2025	BUY	$26.93 - $84.95 $8.37 Million - $26.4 Million	310,833 Added 192.85%	472,009 $12.9 Billion
Q3 2024 Apr 29, 2025	BUY	$77.02 - $85.06 $10 Million - $11.1 Million	130,080 Added 418.32%	161,176 $13.6 Billion
Q3 2024 Dec 12, 2024	BUY	$77.02 - $85.06 $278,889 - $308,002	3,621 Added 13.18%	31,096 $2.63 Million
Q2 2024 Dec 12, 2024	BUY	$75.81 - $80.15 $2.08 Million - $2.2 Million	27,475 New	27,475 $2.14 Billion
Q1 2024 Jul 31, 2024	BUY	$75.25 - $80.63 $578,672 - $620,044	7,690 New	7,690 $620 Million

Others Institutions Holding SCHD

# of Institutions

1,997

Shares Held

886M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Dividen Transaction History