Bridgewealth Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Bridgewealth Advisory Group, LLC

  • $394 Billion
  • Q2 2025

A detailed history of Bridgewealth Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 20,916 shares of SCHD stock, worth $562,222. This represents 0.14% of its overall portfolio holdings.

Number of Shares
20,916
Previous 24,379 14.2%
Holding current value
$562,222
Previous $682 Million 18.68%
% of portfolio
0.14%
Previous 0.9%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$24.32 - $27.87 $84,220 - $96,513
-3,463 Reduced 14.2%
20,916 $554 Million
Q1 2025

May 13, 2025
SELL
$27.01 - $28.54 $7.25 Million - $7.66 Million
-268,368 Reduced 91.67%
24,379 $682 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $4.46 Million - $14.1 Million
165,683 Added 130.39%
292,747 $8.15 Billion
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $1.01 Million - $1.12 Million
13,109 Added 11.5%
127,064 $10.7 Billion
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $909,795 - $961,880
12,001 Added 11.77%
113,955 $8.86 Billion
Q1 2024

Apr 18, 2024
BUY
$75.25 - $80.63 $4.15 Million - $4.45 Million
55,186 Added 118.0%
101,954 $8.22 Billion
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $1.9 Million - $2.17 Million
28,473 Added 155.63%
46,768 $3.56 Billion
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $707,924 - $758,340
10,023 Added 121.17%
18,295 $1.29 Billion
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $129,850 - $138,785
1,877 Added 29.35%
8,272 $601 Million
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $118,492 - $131,558
-1,686 Reduced 20.86%
6,395 $468 Million
Q4 2022

Feb 24, 2023
BUY
$67.16 - $79.06 $542,719 - $638,883
8,081 New
8,081 $610 Million

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
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