Capital A Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025

A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 513 shares of SCHD stock, worth $13,789. This represents 0.02% of its overall portfolio holdings.

Number of Shares
513
Previous 360 42.5%
Holding current value
$13,789
Previous $9.84 Million 45.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 02, 2025
BUY
$27.01 - $28.54 $4,132 - $4,366
153 Added 42.5%
513 $14.3 Million
Q4 2024

Feb 26, 2025
BUY
$26.93 - $84.95 $9,694 - $30,582
360 New
360 $9.84 Million

Others Institutions Holding SCHD

# of Institutions
2,004
Shares Held
892M
Call Options Held
5.24M
Put Options Held
2.88M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email