Bsw Wealth Partners Schwab Strategic Tr Us Dividen Transaction History

Bsw Wealth Partners

  • $719 Million
  • Q2 2025

A detailed history of Bsw Wealth Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bsw Wealth Partners holds 7,914 shares of SCHD stock, worth $212,411. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,914
Previous 9,423 16.01%
Holding current value
$212,411
Previous $263,000 20.53%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 18, 2025
SELL
$24.32 - $27.87 $36,698 - $42,055
-1,509 Reduced 16.01%
7,914 $209,000
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $254,515 - $268,932
9,423 New
9,423 $263,000
Q3 2024

Oct 29, 2024
SELL
$77.02 - $85.06 $2,002 - $2,211
-26 Reduced 0.99%
2,606 $220,000
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $198,058 - $212,218
2,632 New
2,632 $212,000
Q1 2022

May 16, 2022
SELL
$75.14 - $81.94 $187,850 - $204,850
-2,500 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $187,325 - $202,150
2,500 New
2,500 $202,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
917M
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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