Caliber Wealth Management, LLC / Ks Schwab Strategic Tr Us Dividen Transaction History

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 180,215 shares of SCHD stock, worth $4.84 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
180,215
Previous 182,642 1.33%
Holding current value
$4.84 Million
Previous $5.11 Billion 6.48%
% of portfolio
0.51%
Previous 0.7%

Shares

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

Jul 30, 2025
SELL
$24.32 - $27.87 $59,024 - $67,640
-2,427 Reduced 1.33%
180,215 $4.78 Billion
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $4.93 Million - $5.21 Million
182,642 New
182,642 $5.11 Billion

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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