Destination Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Destination Wealth Management

  • $3.14 Billion
  • Q1 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 23,026 shares of SCHD stock, worth $614,794. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,026
Previous 20,905 10.15%
Holding current value
$614,794
Previous $571,000 12.61%
% of portfolio
0.02%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,000
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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