Destination Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Destination Wealth Management

$3.3 Billion
Q2 2025

A detailed history of Destination Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Destination Wealth Management holds 18,280 shares of SCHD stock, worth $485,699. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,280

Previous 23,026 20.61%

Holding current value

$485,699

Previous $643,000 24.73%

% of portfolio

0.01%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $115,422 - $132,271	-4,746 Reduced 20.61%	18,280 $484,000
Q1 2025 May 15, 2025	BUY	$27.01 - $28.54 $57,288 - $60,533	2,121 Added 10.15%	23,026 $643,000
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $432,334 - $1.36 Million	16,054 Added 330.94%	20,905 $571,000
Q3 2024 Nov 25, 2024	BUY	$77.02 - $85.06 $373,624 - $412,626	4,851 New	4,851 $410,000
Q1 2024 May 14, 2024	SELL	$75.25 - $80.63 $52,298 - $56,037	-695 Reduced 20.57%	2,684 $216,000
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $40,742 - $46,478	-609 Reduced 15.27%	3,379 $257,000
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $56,998 - $61,057	807 Added 25.37%	3,988 $282,000
Q2 2023 Aug 11, 2023	SELL	$69.18 - $73.94 $75,267 - $80,446	-1,088 Reduced 25.49%	3,181 $231,000
Q1 2023 May 05, 2023	SELL	$70.28 - $78.03 $107,950 - $119,854	-1,536 Reduced 26.46%	4,269 $312,000
Q4 2022 Feb 10, 2023	BUY	$67.16 - $79.06 $96,710 - $113,846	1,440 Added 32.99%	5,805 $438,000
Q3 2022 Nov 10, 2022	SELL	$66.43 - $77.87 $44,840 - $52,562	-675 Reduced 13.39%	4,365 $290,000
Q2 2022 Jul 29, 2022	BUY	$70.31 - $80.24 $105,465 - $120,359	1,500 Added 42.37%	5,040 $361,000
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $265,995 - $290,067	3,540 New	3,540 $279,000
Q3 2021 Oct 25, 2021	SELL	$74.23 - $78.13 $208,734 - $219,701	-2,812 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$73.32 - $77.65 $206,175 - $218,351	2,812 New	2,812 $213,000
Q1 2021 May 05, 2021	SELL	$63.23 - $73.67 $391,520 - $456,164	-6,192 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$54.8 - $65.16 $339,321 - $403,470	6,192 New	6,192 $397,000
Q3 2019 Nov 13, 2019	SELL	$54.39 - $55.76 $71,196 - $72,989	-1,309 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	N/A	570 Added 77.13%	1,309 $69,000
Q1 2019 May 01, 2019	SELL	N/A	-1,919 Reduced 72.2%	739 $39,000
Q4 2018 Feb 05, 2019	SELL	N/A	-551 Reduced 17.17%	2,658 $125,000
Q3 2018 Nov 07, 2018	BUY	N/A	2,287 Added 248.05%	3,209 $170,000
Q2 2018 Jul 31, 2018	SELL	N/A	-78 Reduced 7.8%	922 $45,000
Q1 2018 Apr 05, 2018	BUY	N/A	1,000 New	1,000 $77,000

Others Institutions Holding SCHD

# of Institutions

2,022

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Destination Wealth Management Schwab Strategic Tr Us Dividen Transaction History