Delap Wealth Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Delap Wealth Advisory, LLC

  • $179 Billion
  • Q1 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 22,717 shares of SCHD stock, worth $606,543. This represents 0.35% of its overall portfolio holdings.

Number of Shares
22,717
Previous 23,219 2.16%
Holding current value
$606,543
Previous $634 Million 0.13%
% of portfolio
0.35%
Previous 0.38%

Shares

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

May 08, 2025
SELL
$27.01 - $28.54 $13,559 - $14,327
-502 Reduced 2.16%
22,717 $635 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $625,287 - $1.97 Million
23,219 New
23,219 $634 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
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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