Daymark Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 28,349 shares of SCHD stock, worth $772,226. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,349
Previous 15,980 77.4%
Holding current value
$772,226
Previous $423,000 82.74%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$26.38 - $27.95 $326,294 - $345,713
12,369 Added 77.4%
28,349 $773,000
Q2 2025

Aug 04, 2025
BUY
$24.32 - $27.87 $59,948 - $68,699
2,465 Added 18.24%
15,980 $423,000
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $351 - $371
13 Added 0.1%
13,515 $372,000
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $240,727 - $759,368
8,939 Added 195.9%
13,502 $368,000
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $351,442 - $388,128
4,563 New
4,563 $385,000

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
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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